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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 | $31,222 | $67,411-53.7% | $91,004-65.7% | $70,126-55.5% |
| Participation rate | 95.3% | 71.4%+24.0pp | 75.6%+19.7pp | 69.5%+25.8pp |
| Annual return | 13.64% | -40.16%+53.8pp | 4.60%+9.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $324 | $1,786-81.8% | $2,456-86.8% | $2,343-86.2% |
| Participant deferral / active EE | $2,574 | $2,823-8.8% | $3,548-27.4% | $3,332-22.7% |
| Admin fee / account holder | $2,834 | $4,236-33.1% | $5,417-47.7% | $4,645-39.0% |