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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 | $21,052 | $72,177-70.8% | $115,038-81.7% | $59,633-64.7% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | 2.95% | 12.02%-9.1pp | 26.14%-23.2pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,477 | $4,783-6.4% | $6,026-25.7% | $3,192+40.3% |
| Admin fee / account holder | $3,155 | $4,927-36.0% | $8,175-61.4% | $4,297-26.6% |