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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 | $39,314 | $69,977-43.8% | $108,582-63.8% | $62,881-37.5% |
| Participation rate | 80.2% | 72.9%+7.4pp | 79.6%+0.7pp | 69.3%+10.9pp |
| Annual return | 8.15% | 10.73%-2.6pp | -51.70%+59.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,612 | $3,165+77.3% | $4,311+30.2% | $3,203+75.2% |
| Admin fee / account holder | $759 | $5,076-85.0% | $7,645-90.1% | $4,296-82.3% |