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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 | $58,693 | $72,177-18.7% | $115,038-49.0% | $59,633-1.6% |
| Participation rate | 78.9% | 72.6%+6.4pp | 81.4%-2.4pp | 68.7%+10.3pp |
| Annual return | 2.65% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,175 | $4,783-12.7% | $6,026-30.7% | $3,192+30.8% |
| Admin fee / account holder | $3,282 | $4,927-33.4% | $8,175-59.9% | $4,297-23.6% |