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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 | $22,296 | $71,353-68.8% | $92,805-76.0% | $86,983-74.4% |
| Participation rate | 86.0% | 80.9%+5.2pp | 83.5%+2.5pp | 69.5%+16.5pp |
| Annual return | 27.35% | 44.68%-17.3pp | 31.59%-4.2pp | 25.83%+1.5pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,212 | $6,966+3.5% | $8,448-14.6% | $4,194+72.0% |
| Admin fee / account holder | $1,718 | $6,099-71.8% | $10,911-84.3% | $7,856-78.1% |