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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 | $77,909 | $108,825-28.4% | $156,181-50.1% | $82,448-5.5% |
| Participation rate | 72.0% | 72.4%-0.4pp | 78.8%-6.9pp | 68.1%+3.9pp |
| Annual return | 12.71% | 20.59%-7.9pp | 64.87%-52.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,394 | $4,577-47.7% | $6,132-61.0% | $4,139-42.2% |
| Admin fee / account holder | $5,064 | $9,341-45.8% | $14,586-65.3% | $7,234-30.0% |