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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 | $78,197-56.9% | $98,090-65.6% | $82,637-59.2% |
| Participation rate | 83.3% | 77.5%+5.9pp | 81.5%+1.8pp | 68.1%+15.3pp |
| Annual return | 27.07% | 40.25%-13.2pp | 37.05%-10.0pp | 53.51%-26.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,081 | $6,636+6.7% | $7,845-9.7% | $4,126+71.6% |
| Admin fee / account holder | $3,916 | $14,832-73.6% | $11,815-66.9% | $7,339-46.6% |