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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 | $29,867 | $43,344-31.1% | $59,899-50.1% | $64,173-53.5% |
| Participation rate | 94.1% | 69.2%+25.0pp | 74.7%+19.4pp | 69.6%+24.5pp |
| Annual return | 13.27% | -1.55%+14.8pp | 3.46%+9.8pp | 7.63%+5.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,862 | $2,547-26.9% | $3,402-45.3% | $3,470-46.3% |
| Admin fee / account holder | $1,575 | $3,008-47.6% | $3,592-56.1% | $4,887-67.8% |