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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 | $31,803 | $90,486-64.9% | $78,676-59.6% | $273,972-88.4% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 5.87% | 75.62%-69.8pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,857 | $3,901-1.1% | $3,517+9.7% | $5,287-27.1% |
| Admin fee / account holder | $334 | $5,263-93.7% | $4,510-92.6% | $10,133-96.7% |