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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 | $71,353-51.4% | $92,805-62.7% | $86,983-60.2% |
| Participation rate | 83.7% | 80.9%+2.8pp | 83.5%+0.2pp | 69.5%+14.2pp |
| Annual return | 38.50% | 44.68%-6.2pp | 31.59%+6.9pp | 25.83%+12.7pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,169 | $6,966+17.3% | $8,448-3.3% | $4,194+94.8% |
| Admin fee / account holder | $1,586 | $6,099-74.0% | $10,911-85.5% | $7,856-79.8% |