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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 | $23,792 | $58,493-59.3% | $84,023-71.7% | $72,976-67.4% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 22.94% | 28.93%-6.0pp | 71.32%-48.4pp | 81.02%-58.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,493 | $2,394+4.2% | $3,239-23.0% | $3,608-30.9% |
| Admin fee / account holder | $491 | $4,569-89.2% | $6,102-91.9% | $5,124-90.4% |