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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 | $83,061-63.6% | $126,068-76.0% | $94,015-67.8% |
| Participation rate | 81.5% | 81.2%+0.3pp | 84.7%-3.2pp | 70.8%+10.7pp |
| Annual return | 21.60% | 20.41%+1.2pp | 15.01%+6.6pp | 17.84%+3.8pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,056 | $7,042+42.8% | $8,214+22.4% | $4,249+136.6% |
| Admin fee / account holder | $2,852 | $7,208-60.4% | $18,264-84.4% | $8,951-68.1% |