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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 | $38,632 | $74,535-48.2% | $100,712-61.6% | $82,637-53.3% |
| Participation rate | 78.8% | 61.2%+17.6pp | 69.3%+9.5pp | 68.1%+10.7pp |
| Annual return | 12.61% | 18.92%-6.3pp | 33.27%-20.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,339 | $3,074+8.6% | $4,085-18.3% | $4,126-19.1% |
| Admin fee / account holder | $8,138 | $6,576+23.8% | $9,256-12.1% | $7,339+10.9% |