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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 | $29,806 | $69,273-57.0% | $90,796-67.2% | $82,637-63.9% |
| Participation rate | 89.6% | 64.0%+25.5pp | 69.5%+20.1pp | 68.1%+21.5pp |
| Annual return | 14.90% | 18.37%-3.5pp | 19.29%-4.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,806 | $3,047+90.5% | $3,822+51.9% | $4,126+40.7% |
| Admin fee / account holder | $4,514 | $5,511-18.1% | $7,024-35.7% | $7,339-38.5% |