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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 | $34,515 | $72,269-52.2% | $101,271-65.9% | $79,852-56.8% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 18.59% | 22.29%-3.7pp | 46.48%-27.9pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,456 | $3,282-55.6% | $4,371-66.7% | $3,740-61.1% |
| Admin fee / account holder | $575 | $4,401-86.9% | $5,948-90.3% | $5,306-89.2% |