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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 | $64,010-37.1% | $108,359-62.9% | $64,340-37.5% |
| Participation rate | 77.6% | 49.4%+28.2pp | 70.1%+7.5pp | 55.2%+22.4pp |
| Annual return | 15.31% | 19.74%-4.4pp | 36.89%-21.6pp | 24.14%-8.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,594 | $2,395+50.0% | $4,137-13.1% | $2,980+20.6% |
| Admin fee / account holder | $2,946 | $4,885-39.7% | $9,741-69.8% | $3,703-20.4% |