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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 | $24,613 | $153,311-83.9% | $109,313-77.5% | $273,972-91.0% |
| Participation rate | 92.3% | 80.1%+12.2pp | 71.3%+21.0pp | 83.0%+9.3pp |
| Annual return | 6.19% | 29.86%-23.7pp | 22.07%-15.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,304 | $3,932-41.4% | $3,166-27.3% | $5,287-56.4% |
| Admin fee / account holder | $2,626 | $8,076-67.5% | $5,666-53.7% | $10,133-74.1% |