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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 | $13,350 | $48,078-72.2% | $78,675-83.0% | $62,881-78.8% |
| Participation rate | 84.3% | 65.2%+19.1pp | 73.6%+10.8pp | 69.3%+15.0pp |
| Annual return | 5.31% | 31.36%-26.0pp | 62.19%-56.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,081 | $2,587-19.6% | $3,517-40.8% | $3,203-35.0% |
| Admin fee / account holder | $3,164 | $3,206-1.3% | $4,510-29.9% | $4,296-26.4% |