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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 | $35,779 | $45,050-20.6% | $63,018-43.2% | $70,126-49.0% |
| Participation rate | 78.0% | 69.5%+8.5pp | 74.8%+3.2pp | 69.5%+8.5pp |
| Annual return | 11.81% | 18.76%-7.0pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,958 | $2,466+60.5% | $3,330+18.9% | $3,332+18.8% |
| Admin fee / account holder | $776 | $2,834-72.6% | $3,601-78.4% | $4,645-83.3% |