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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 | $78,197-71.5% | $98,090-77.3% | $82,637-73.0% |
| Participation rate | 86.0% | 77.5%+8.6pp | 81.5%+4.5pp | 68.1%+18.0pp |
| Annual return | 27.35% | 40.25%-12.9pp | 37.05%-9.7pp | 53.51%-26.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,212 | $6,636+8.7% | $7,845-8.1% | $4,126+74.8% |
| Admin fee / account holder | $1,718 | $14,832-88.4% | $11,815-85.5% | $7,339-76.6% |