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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 | $26,935 | $78,015-65.5% | $178,505-84.9% | $80,959-66.7% |
| Participation rate | 83.3% | 65.7%+17.7pp | 77.1%+6.2pp | 67.7%+15.7pp |
| Annual return | 12.94% | 18.10%-5.2pp | 27.16%-14.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,899 | $4,406+33.9% | $6,280-6.1% | $4,300+37.2% |
| Admin fee / account holder | $2,541 | $7,160-64.5% | $10,428-75.6% | $6,925-63.3% |