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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 | $81,262-43.8% | $155,602-70.7% | $80,911-43.6% |
| Participation rate | 72.2% | 66.2%+6.0pp | 78.2%-6.0pp | 67.6%+4.6pp |
| Annual return | 16.23% | 33.34%-17.1pp | 64.81%-48.6pp | 35.63%-19.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,728 | $3,451-21.0% | $5,629-51.5% | $4,297-36.5% |
| Admin fee / account holder | $7,261 | $7,992-9.1% | $15,923-54.4% | $6,935+4.7% |