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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 | $20,100 | $84,953-76.3% | $163,379-87.7% | $82,637-75.7% |
| Participation rate | 90.6% | 65.9%+24.7pp | 76.8%+13.8pp | 68.1%+22.6pp |
| Annual return | 15.80% | 23.07%-7.3pp | 63.41%-47.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,450 | $4,326+95.3% | $6,282+34.5% | $4,126+104.8% |
| Admin fee / account holder | $2,093 | $7,921-73.6% | $9,818-78.7% | $7,339-71.5% |