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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 | $34,147 | $153,311-77.7% | $109,313-68.8% | $273,972-87.5% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 3.71% | 29.86%-26.1pp | 22.07%-18.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,681 | $3,932+19.0% | $3,166+47.8% | $5,287-11.5% |
| Admin fee / account holder | $332 | $8,076-95.9% | $5,666-94.1% | $10,133-96.7% |