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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 | $43,671 | $106,864-59.1% | $147,318-70.4% | $82,637-47.2% |
| Participation rate | 75.9% | 75.5%+0.4pp | 82.1%-6.2pp | 68.1%+7.8pp |
| Annual return | 21.50% | 27.49%-6.0pp | 70.43%-48.9pp | 53.51%-32.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,735 | $6,496+19.1% | $7,906-2.2% | $4,126+87.5% |
| Admin fee / account holder | $1,049 | $8,415-87.5% | $13,708-92.3% | $7,339-85.7% |