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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 | $45,947 | $43,075+6.7% | $74,577-38.4% | $62,881-26.9% |
| Participation rate | 80.6% | 58.1%+22.6pp | 68.1%+12.5pp | 69.3%+11.3pp |
| Annual return | 7.33% | 17.50%-10.2pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,200 | $2,389+33.9% | $3,458-7.5% | $3,203-0.1% |
| Admin fee / account holder | $2,116 | $2,840-25.5% | $4,138-48.9% | $4,296-50.7% |