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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 | $73,787-15.1% | $98,716-36.5% | $82,448-24.0% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.3%+9.9pp | 68.1%+11.2pp |
| Annual return | 14.58% | 18.57%-4.0pp | 31.81%-17.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,079 | $3,081-0.1% | $4,048-23.9% | $4,139-25.6% |
| Admin fee / account holder | $12,751 | $6,500+96.2% | $8,703+46.5% | $7,234+76.3% |