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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 | $29,982 | $65,685-54.4% | $57,181-47.6% | $273,965-89.1% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 4.92% | 21.99%-17.1pp | 14.59%-9.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,769 | $3,781-53.2% | $3,096-42.9% | $5,287-66.5% |
| Admin fee / account holder | $381 | $4,835-92.1% | $3,139-87.9% | $10,132-96.2% |