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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 | $33,619 | $54,763-38.6% | $90,324-62.8% | $72,976-53.9% |
| Participation rate | 86.7% | 65.2%+21.5pp | 73.3%+13.4pp | 69.5%+17.2pp |
| Annual return | 21.08% | 30.63%-9.5pp | 78.15%-57.1pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,695 | $2,887-41.3% | $3,885-56.4% | $3,608-53.0% |
| Admin fee / account holder | $355 | $3,973-91.1% | $5,356-93.4% | $5,124-93.1% |