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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 | $51,178 | $80,983-36.8% | $96,544-47.0% | $75,177-31.9% |
| Participation rate | 81.6% | 71.8%+9.8pp | 76.0%+5.6pp | 67.2%+14.4pp |
| Annual return | 19.91% | 27.05%-7.1pp | 25.88%-6.0pp | 160.75%-140.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,897 | $3,929-51.7% | $4,851-60.9% | $4,126-54.0% |
| Admin fee / account holder | $2,468 | $6,717-63.2% | $8,254-70.1% | $5,651-56.3% |