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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 | $21,711 | $49,239-55.9% | $70,462-69.2% | $79,858-72.8% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 19.69% | 30.08%-10.4pp | 109.08%-89.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,827 | $2,769+2.1% | $3,710-23.8% | $3,740-24.4% |
| Admin fee / account holder | $415 | $2,876-85.6% | $3,845-89.2% | $5,306-92.2% |