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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 | $22,832 | $70,486-67.6% | $100,528-77.3% | $79,852-71.4% |
| Participation rate | 86.1% | 73.6%+12.5pp | 79.4%+6.7pp | 69.6%+16.5pp |
| Annual return | 22.61% | 21.90%+0.7pp | 30.90%-8.3pp | 31.72%-9.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,640 | $5,182+47.4% | $6,271+21.8% | $3,740+104.3% |
| Admin fee / account holder | $399 | $4,480-91.1% | $8,084-95.1% | $5,306-92.5% |