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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 | $38,235 | $77,638-50.8% | $156,551-75.6% | $62,881-39.2% |
| Participation rate | 96.1% | 71.2%+24.9pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 5.42% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,325 | $3,046-23.7% | $4,871-52.3% | $3,203-27.4% |
| Admin fee / account holder | $5,172 | $5,561-7.0% | $13,028-60.3% | $4,296+20.4% |