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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 | $45,614 | $48,078-5.1% | $78,676-42.0% | $62,881-27.5% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.6%+22.7pp | 69.3%+27.0pp |
| Annual return | 4.72% | 31.36%-26.6pp | 62.19%-57.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,436 | $2,587+148.8% | $3,517+83.0% | $3,203+100.9% |
| Admin fee / account holder | $2,521 | $3,206-21.4% | $4,510-44.1% | $4,296-41.3% |