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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 | $55,865 | $69,590-19.7% | $136,867-59.2% | $94,015-40.6% |
| Participation rate | 95.8% | 66.3%+29.5pp | 74.5%+21.3pp | 70.8%+25.0pp |
| Annual return | 15.63% | 19.62%-4.0pp | 42.97%-27.3pp | 17.84%-2.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,037 | $3,437-11.6% | $4,924-38.3% | $4,249-28.5% |
| Admin fee / account holder | $713 | $8,912-92.0% | $10,340-93.1% | $8,951-92.0% |