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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 | $78,520-57.0% | $96,576-65.1% | $82,448-59.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 81.4%+1.9pp | 68.1%+15.3pp |
| Annual return | 27.07% | 41.30%-14.2pp | 38.47%-11.4pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,081 | $6,754+4.8% | $7,956-11.0% | $4,139+71.1% |
| Admin fee / account holder | $3,916 | $13,455-70.9% | $11,381-65.6% | $7,234-45.9% |