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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 | $36,187 | $43,344-16.5% | $59,899-39.6% | $64,173-43.6% |
| Participation rate | 85.7% | 69.2%+16.6pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | 15.02% | -1.55%+16.6pp | 3.46%+11.6pp | 7.63%+7.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,719 | $2,547+6.7% | $3,402-20.1% | $3,470-21.6% |
| Admin fee / account holder | $2,904 | $3,008-3.5% | $3,592-19.2% | $4,887-40.6% |