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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 | $44,513 | $41,377+7.6% | $109,313-59.3% | $62,881-29.2% |
| Participation rate | 88.5% | 57.5%+30.9pp | 71.3%+17.2pp | 69.3%+19.2pp |
| Annual return | 5.05% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,233 | $2,045+9.2% | $3,166-29.5% | $3,203-30.3% |
| Admin fee / account holder | $378 | $2,884-86.9% | $5,666-93.3% | $4,296-91.2% |