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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 | $46,740 | $65,712-28.9% | $57,196-18.3% | $273,972-82.9% |
| Participation rate | 95.8% | 78.3%+17.5pp | 75.3%+20.5pp | 83.0%+12.8pp |
| Annual return | 5.48% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,318 | $3,782-12.3% | $3,096+7.2% | $5,287-37.2% |
| Admin fee / account holder | $7,777 | $4,838+60.8% | $3,141+147.6% | $10,133-23.2% |