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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 | $24,206 | $106,864-77.3% | $147,318-83.6% | $82,637-70.7% |
| Participation rate | 72.0% | 75.5%-3.5pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 21.08% | 27.49%-6.4pp | 70.43%-49.4pp | 53.51%-32.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,129 | $6,496-21.0% | $7,906-35.1% | $4,126+24.3% |
| Admin fee / account holder | $782 | $8,415-90.7% | $13,708-94.3% | $7,339-89.3% |