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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 | $45,644 | $81,331-43.9% | $155,534-70.7% | $80,935-43.6% |
| Participation rate | 72.2% | 66.3%+6.0pp | 78.2%-6.0pp | 67.7%+4.6pp |
| Annual return | 16.23% | 33.37%-17.1pp | 64.92%-48.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,728 | $3,454-21.0% | $5,630-51.5% | $4,299-36.5% |
| Admin fee / account holder | $7,261 | $7,999-9.2% | $15,900-54.3% | $6,924+4.9% |