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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 | $62,664 | $83,898-25.3% | $133,346-53.0% | $94,015-33.3% |
| Participation rate | 79.2% | 63.4%+15.9pp | 72.8%+6.4pp | 70.8%+8.4pp |
| Annual return | 14.58% | 16.00%-1.4pp | 36.85%-22.3pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,079 | $3,245-5.1% | $4,332-28.9% | $4,249-27.5% |
| Admin fee / account holder | $12,751 | $7,809+63.3% | $14,264-10.6% | $8,951+42.4% |