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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 | $60,794 | $97,550-37.7% | $120,344-49.5% | $87,485-30.5% |
| Participation rate | 86.1% | 72.8%+13.3pp | 76.7%+9.4pp | 68.9%+17.2pp |
| Annual return | 16.24% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,003 | $4,230-52.6% | $5,135-61.0% | $4,274-53.1% |
| Admin fee / account holder | $434 | $9,543-95.5% | $12,742-96.6% | $7,775-94.4% |