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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,101 | $58,493-26.3% | $84,023-48.7% | $72,976-40.9% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 20.41% | 28.93%-8.5pp | 71.32%-50.9pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,618 | $2,394-32.4% | $3,239-50.1% | $3,608-55.2% |
| Admin fee / account holder | $6,846 | $4,569+49.9% | $6,102+12.2% | $5,124+33.6% |