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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 | $46,202 | $77,460-40.4% | $100,378-54.0% | $80,925-42.9% |
| Participation rate | 70.2% | 76.9%-6.7pp | 81.5%-11.3pp | 67.7%+2.6pp |
| Annual return | 18.94% | 37.24%-18.3pp | 49.41%-30.5pp | 35.65%-16.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,273 | $6,818+94.7% | $8,087+64.1% | $4,299+208.8% |
| Admin fee / account holder | $1,505 | $5,887-74.4% | $7,899-80.9% | $6,940-78.3% |