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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 | $68,574 | $101,795-32.6% | $165,100-58.5% | $80,959-15.3% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.3pp | 67.7%+2.7pp |
| Annual return | 11.40% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,699 | $4,476-39.7% | $6,035-55.3% | $4,300-37.2% |
| Admin fee / account holder | $1,086 | $8,221-86.8% | $12,696-91.4% | $6,925-84.3% |