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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 | $54,002 | $96,562-44.1% | $80,976-33.3% | $273,968-80.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.20% | 15.14%-5.9pp | 17.10%-7.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,967 | $6,597-70.2% | $5,696-65.5% | $5,287-62.8% |
| Admin fee / account holder | $5,260 | $7,493-29.8% | $5,516-4.6% | $10,132-48.1% |