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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 | $32,627 | $45,087-27.6% | $69,483-53.0% | $72,976-55.3% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.7pp | 69.5%+24.8pp |
| Annual return | 11.55% | 22.67%-11.1pp | 28.99%-17.4pp | 81.02%-69.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,981 | $2,603-23.9% | $3,537-44.0% | $3,608-45.1% |
| Admin fee / account holder | $890 | $3,057-70.9% | $3,841-76.8% | $5,124-82.6% |