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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 | $106,524-74.1% | $152,301-81.9% | $87,485-68.4% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.4%+2.4pp | 68.9%+15.9pp |
| Annual return | 30.23% | 26.89%+3.3pp | 80.50%-50.3pp | 26.06%+4.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,676 | $6,525+170.9% | $8,004+120.8% | $4,274+313.6% |
| Admin fee / account holder | $13,352 | $8,287+61.1% | $14,398-7.3% | $7,775+71.7% |