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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 | $49,416 | $60,349-18.1% | $74,184-33.4% | $62,881-21.4% |
| Participation rate | 76.5% | 72.7%+3.7pp | 76.6%-0.1pp | 69.3%+7.2pp |
| Annual return | 8.43% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,626 | $2,856-43.1% | $3,550-54.2% | $3,203-49.2% |
| Admin fee / account holder | $1,128 | $4,261-73.5% | $5,586-79.8% | $4,296-73.7% |