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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 | $45,082 | $65,712-31.4% | $57,196-21.2% | $273,972-83.5% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 3.26% | 22.01%-18.7pp | 14.59%-11.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,446 | $3,782+123.3% | $3,096+172.8% | $5,287+59.7% |
| Admin fee / account holder | $1,846 | $4,838-61.8% | $3,141-41.2% | $10,133-81.8% |