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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 | $42,816 | $60,349-29.1% | $74,184-42.3% | $62,881-31.9% |
| Participation rate | 82.4% | 72.7%+9.6pp | 76.6%+5.7pp | 69.3%+13.0pp |
| Annual return | 7.75% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,207 | $2,856+82.3% | $3,550+46.7% | $3,203+62.6% |
| Admin fee / account holder | $1,130 | $4,261-73.5% | $5,586-79.8% | $4,296-73.7% |