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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 | $27,605 | $106,749-74.1% | $145,433-81.0% | $82,448-66.5% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 30.23% | 27.59%+2.6pp | 66.58%-36.3pp | 41.64%-11.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,676 | $6,519+171.2% | $7,897+123.8% | $4,139+327.0% |
| Admin fee / account holder | $13,352 | $8,390+59.1% | $13,129+1.7% | $7,234+84.6% |