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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 | $33,547 | $76,551-56.2% | $123,894-72.9% | $62,881-46.7% |
| Participation rate | 70.9% | 73.0%-2.1pp | 81.4%-10.5pp | 69.3%+1.6pp |
| Annual return | 9.36% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,586 | $4,840-25.9% | $5,984-40.1% | $3,203+11.9% |
| Admin fee / account holder | $1,680 | $4,826-65.2% | $8,357-79.9% | $4,296-60.9% |