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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 | $49,054 | $138,386-64.6% | $184,260-73.4% | $80,935-39.4% |
| Participation rate | 84.5% | 83.9%+0.6pp | 86.8%-2.3pp | 67.7%+16.8pp |
| Annual return | 15.72% | 20.02%-4.3pp | 28.84%-13.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,434 | $7,076-23.2% | $9,133-40.5% | $4,299+26.4% |
| Admin fee / account holder | $2,614 | $10,489-75.1% | $13,898-81.2% | $6,924-62.3% |