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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 | $36,046 | $81,276-55.6% | $155,574-76.8% | $80,925-55.5% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 13.92% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,928 | $3,453-44.2% | $5,629-65.7% | $4,299-55.1% |
| Admin fee / account holder | $4,359 | $7,993-45.5% | $15,914-72.6% | $6,940-37.2% |