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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 | $58,358 | $90,486-35.5% | $78,676-25.8% | $273,972-78.7% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 8.76% | 75.62%-66.9pp | 62.19%-53.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,368 | $3,901+12.0% | $3,517+24.2% | $5,287-17.4% |
| Admin fee / account holder | $395 | $5,263-92.5% | $4,510-91.2% | $10,133-96.1% |