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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 | $29,810 | $77,460-61.5% | $100,378-70.3% | $80,925-63.2% |
| Participation rate | 87.5% | 76.9%+10.6pp | 81.5%+6.0pp | 67.7%+19.8pp |
| Annual return | 15.77% | 37.24%-21.5pp | 49.41%-33.6pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,974 | $6,818+2.3% | $8,087-13.8% | $4,299+62.2% |
| Admin fee / account holder | $768 | $5,887-86.9% | $7,899-90.3% | $6,940-88.9% |