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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 | $33,746 | $99,345-66.0% | $84,753-60.2% | $273,972-87.7% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 5.51% | 22.93%-17.4pp | 22.78%-17.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,302 | $4,270-69.5% | $3,712-64.9% | $5,287-75.4% |
| Admin fee / account holder | $368 | $6,645-94.5% | $5,333-93.1% | $10,133-96.4% |