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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 | $185,314 | $58,600+216.2% | $83,327+122.4% | $64,173+188.8% |
| Participation rate | 76.6% | 72.0%+4.6pp | 77.8%-1.2pp | 69.6%+7.0pp |
| Annual return | 0.61% | 9.66%-9.0pp | 10.64%-10.0pp | 7.63%-7.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,956 | $4,656+199.8% | $5,565+150.8% | $3,470+302.2% |
| Admin fee / account holder | $7,945 | $9,282-14.4% | $7,540+5.4% | $4,887+62.6% |