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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 | $40,243 | $65,246-38.3% | $98,716-59.2% | $67,986-40.8% |
| Participation rate | 77.6% | 51.4%+26.2pp | 69.3%+8.3pp | 57.2%+20.4pp |
| Annual return | 15.31% | 20.58%-5.3pp | 31.81%-16.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,594 | $2,594+38.5% | $4,048-11.2% | $3,358+7.0% |
| Admin fee / account holder | $2,946 | $4,561-35.4% | $8,703-66.1% | $3,203-8.0% |