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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 | $29,231 | $72,177-59.5% | $115,037-74.6% | $59,632-51.0% |
| Participation rate | 71.3% | 72.6%-1.3pp | 81.4%-10.1pp | 68.7%+2.6pp |
| Annual return | 2.32% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.32%-2039.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,126 | $4,783-34.6% | $6,026-48.1% | $3,192-2.1% |
| Admin fee / account holder | $5,362 | $4,927+8.8% | $8,175-34.4% | $4,297+24.8% |