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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 | $33,733 | $71,353-52.7% | $92,805-63.7% | $86,983-61.2% |
| Participation rate | 83.3% | 80.9%+2.5pp | 83.5%-0.2pp | 69.5%+13.8pp |
| Annual return | 27.07% | 44.68%-17.6pp | 31.59%-4.5pp | 25.83%+1.2pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,081 | $6,966+1.7% | $8,448-16.2% | $4,194+68.9% |
| Admin fee / account holder | $3,916 | $6,099-35.8% | $10,911-64.1% | $7,856-50.1% |