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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 | $44,129 | $76,551-42.4% | $123,894-64.4% | $62,881-29.8% |
| Participation rate | 75.8% | 73.0%+2.8pp | 81.4%-5.7pp | 69.3%+6.5pp |
| Annual return | 7.70% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,014 | $4,840-17.1% | $5,984-32.9% | $3,203+25.3% |
| Admin fee / account holder | $327 | $4,826-93.2% | $8,357-96.1% | $4,296-92.4% |