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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 | $65,477 | $75,541-13.3% | $152,093-56.9% | $82,637-20.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.85% | 32.56%-8.7pp | 66.36%-42.5pp | 53.51%-29.7pp |
| Employer contribution / active EE | $321 | $2,622-87.8% | $4,175-92.3% | $2,552-87.4% |
| Participant deferral / active EE | $3,568 | $3,206+11.3% | $5,451-34.6% | $4,126-13.5% |
| Admin fee / account holder | $2,069 | $6,405-67.7% | $14,497-85.7% | $7,339-71.8% |