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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 | $33,450 | $39,132-14.5% | $57,196-41.5% | $62,881-46.8% |
| Participation rate | 96.0% | 70.5%+25.5pp | 75.3%+20.7pp | 69.3%+26.7pp |
| Annual return | 4.35% | 9.24%-4.9pp | 14.59%-10.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,025 | $2,374+27.4% | $3,096-2.3% | $3,203-5.6% |
| Admin fee / account holder | $1,180 | $2,594-54.5% | $3,141-62.4% | $4,296-72.5% |