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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 | $58,609 | $72,404-19.1% | $110,243-46.8% | $64,173-8.7% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.6%+12.9pp |
| Annual return | 4.60% | -6.29%+10.9pp | 314.76%-310.2pp | 7.63%-3.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,359 | $3,469-32.0% | $4,672-49.5% | $3,470-32.0% |
| Admin fee / account holder | $1,493 | $5,664-73.6% | $8,548-82.5% | $4,887-69.4% |