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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 | $32,198 | $62,132-48.2% | $185,835-82.7% | $73,493-56.2% |
| Participation rate | 73.8% | 67.8%+6.0pp | 78.0%-4.2pp | 70.7%+3.1pp |
| Annual return | 17.16% | 20.44%-3.3pp | 35.96%-18.8pp | 28.51%-11.4pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,565 | $3,711-30.9% | $5,633-54.5% | $3,740-31.4% |
| Admin fee / account holder | $1,502 | $419+258.8% | $9,502-84.2% | $513+192.8% |