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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 | $62,276 | $78,015-20.2% | $178,505-65.1% | $80,959-23.1% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.7%+29.1pp |
| Annual return | 11.22% | 18.10%-6.9pp | 27.16%-15.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $323 | $2,281-85.9% | $3,955-91.8% | $2,757-88.3% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,625 | $7,160-63.3% | $10,428-74.8% | $6,925-62.1% |