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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 | $110,137-29.3% | $161,149-51.7% | $82,637-5.7% |
| Participation rate | 72.0% | 72.4%-0.4pp | 78.8%-6.9pp | 68.1%+3.9pp |
| Annual return | 12.71% | 20.69%-8.0pp | 21.16%-8.4pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,394 | $4,575-47.7% | $6,153-61.1% | $4,126-42.0% |
| Admin fee / account holder | $5,064 | $9,467-46.5% | $15,194-66.7% | $7,339-31.0% |