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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 | $39,734 | $46,877-15.2% | $122,354-67.5% | $70,126-43.3% |
| Participation rate | 87.5% | 58.2%+29.3pp | 71.6%+15.9pp | 69.5%+18.0pp |
| Annual return | 15.44% | 24.22%-8.8pp | 30.28%-14.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,503 | $2,167+15.5% | $3,287-23.9% | $3,332-24.9% |
| Admin fee / account holder | $1,387 | $3,324-58.3% | $5,479-74.7% | $4,645-70.1% |