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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 | $21,359 | $39,126-45.4% | $57,181-62.6% | $62,891-66.0% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | 1.06% | 9.24%-8.2pp | 14.59%-13.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,559 | $2,374+92.0% | $3,096+47.3% | $3,203+42.3% |
| Admin fee / account holder | $2,657 | $2,593+2.5% | $3,139-15.4% | $4,296-38.2% |