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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 | $25,158 | $77,358-67.5% | $102,184-75.4% | $87,485-71.2% |
| Participation rate | 88.5% | 78.7%+9.8pp | 82.6%+5.9pp | 68.9%+19.5pp |
| Annual return | 16.86% | 41.11%-24.3pp | 31.58%-14.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,572 | $6,753-32.3% | $8,309-45.0% | $4,274+7.0% |
| Admin fee / account holder | $557 | $6,809-91.8% | $11,609-95.2% | $7,775-92.8% |