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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 | $34,659 | $78,197-55.7% | $98,090-64.7% | $82,637-58.1% |
| Participation rate | 83.7% | 77.5%+6.3pp | 81.5%+2.2pp | 68.1%+15.7pp |
| Annual return | 38.50% | 40.25%-1.7pp | 37.05%+1.5pp | 53.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,169 | $6,636+23.1% | $7,845+4.1% | $4,126+98.0% |
| Admin fee / account holder | $1,586 | $14,832-89.3% | $11,815-86.6% | $7,339-78.4% |