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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 | $43,011 | $58,493-26.5% | $84,021-48.8% | $72,975-41.1% |
| Participation rate | 95.0% | 61.2%+33.8pp | 69.0%+26.0pp | 69.5%+25.5pp |
| Annual return | 19.33% | 28.93%-9.6pp | 71.32%-52.0pp | 81.01%-61.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,273 | $2,394+36.7% | $3,239+1.1% | $3,608-9.3% |
| Admin fee / account holder | $1,440 | $4,569-68.5% | $6,102-76.4% | $5,124-71.9% |