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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 | $42,763 | $60,349-29.1% | $74,184-42.4% | $62,881-32.0% |
| Participation rate | 82.8% | 72.7%+10.0pp | 76.6%+6.1pp | 69.3%+13.5pp |
| Annual return | 4.91% | 21.38%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,848 | $2,856+174.8% | $3,550+121.1% | $3,203+145.0% |
| Admin fee / account holder | $2,842 | $4,261-33.3% | $5,586-49.1% | $4,296-33.8% |