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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 | $52,821 | $57,969-8.9% | $76,327-30.8% | $80,935-34.7% |
| Participation rate | 91.7% | 73.7%+17.9pp | 79.2%+12.4pp | 67.7%+24.0pp |
| Annual return | 13.39% | 15.90%-2.5pp | 13.79%-0.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,584-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,245 | $3,814-14.9% | $5,478-40.8% | $4,299-24.5% |
| Admin fee / account holder | $3,047 | $5,670-46.3% | $5,139-40.7% | $6,924-56.0% |