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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 | $35,145 | $81,276-56.8% | $155,574-77.4% | $80,925-56.6% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 22.57% | 33.36%-10.8pp | 64.87%-42.3pp | 35.65%-13.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,219 | $3,453+22.2% | $5,629-25.1% | $4,299-1.9% |
| Admin fee / account holder | $1,965 | $7,993-75.4% | $15,914-87.7% | $6,940-71.7% |