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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 | $46,567 | $90,486-48.5% | $78,676-40.8% | $273,972-83.0% |
| Participation rate | 78.3% | 76.5%+1.7pp | 73.6%+4.7pp | 83.0%-4.8pp |
| Annual return | 6.73% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,692 | $3,901+71.5% | $3,517+90.3% | $5,287+26.6% |
| Admin fee / account holder | $2,493 | $5,263-52.6% | $4,510-44.7% | $10,133-75.4% |