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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 | $35,368 | $106,524-66.8% | $152,301-76.8% | $87,485-59.6% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.4%+4.0pp | 68.9%+17.6pp |
| Annual return | 19.08% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,485 | $6,525-15.9% | $8,004-31.5% | $4,274+28.4% |
| Admin fee / account holder | $1,145 | $8,287-86.2% | $14,398-92.0% | $7,775-85.3% |