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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 | $35,580 | $72,486-50.9% | $87,103-59.2% | $72,976-51.2% |
| Participation rate | 73.3% | 72.8%+0.5pp | 76.9%-3.5pp | 69.5%+3.8pp |
| Annual return | 20.10% | 24.46%-4.4pp | 28.19%-8.1pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,191 | $3,270-33.0% | $4,049-45.9% | $3,608-39.3% |
| Admin fee / account holder | $2,163 | $5,055-57.2% | $7,491-71.1% | $5,124-57.8% |