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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 | $30,271 | $77,358-60.9% | $102,184-70.4% | $87,485-65.4% |
| Participation rate | 81.5% | 78.7%+2.8pp | 82.6%-1.1pp | 68.9%+12.5pp |
| Annual return | 21.60% | 41.11%-19.5pp | 31.58%-10.0pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,056 | $6,753+48.9% | $8,309+21.0% | $4,274+135.3% |
| Admin fee / account holder | $2,852 | $6,809-58.1% | $11,609-75.4% | $7,775-63.3% |