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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 | $38,319 | $87,180-56.0% | $173,703-77.9% | $94,015-59.2% |
| Participation rate | 93.5% | 65.6%+27.9pp | 75.9%+17.6pp | 70.8%+22.7pp |
| Annual return | 13.78% | 14.17%-0.4pp | 17.46%-3.7pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,494-100.0% | $4,288-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,413 | $3,343+211.5% | $4,854+114.5% | $4,249+145.0% |
| Admin fee / account holder | $6,948 | $7,506-7.4% | $15,562-55.4% | $8,951-22.4% |