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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 | $67,390 | $93,064-27.6% | $74,577-9.6% | $273,972-75.4% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 4.82% | 26.18%-21.4pp | 20.47%-15.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,730 | $4,160-58.4% | $3,458-50.0% | $5,287-67.3% |
| Admin fee / account holder | $574 | $5,273-89.1% | $4,138-86.1% | $10,133-94.3% |