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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 | $35,315 | $69,977-49.5% | $108,582-67.5% | $62,881-43.8% |
| Participation rate | 94.8% | 72.9%+21.9pp | 79.6%+15.2pp | 69.3%+25.5pp |
| Annual return | 7.66% | 10.73%-3.1pp | -51.70%+59.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,148 | $3,165-32.1% | $4,311-50.2% | $3,203-32.9% |
| Admin fee / account holder | $1,185 | $5,076-76.7% | $7,645-84.5% | $4,296-72.4% |