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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 | $81,403-52.9% | $147,027-73.9% | $87,485-56.2% |
| Participation rate | 93.5% | 63.4%+30.1pp | 73.7%+19.8pp | 68.9%+24.6pp |
| Annual return | 13.78% | 16.51%-2.7pp | 20.23%-6.5pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,413 | $3,315+214.1% | $4,933+111.1% | $4,274+143.7% |
| Admin fee / account holder | $6,948 | $6,755+2.9% | $12,223-43.2% | $7,775-10.6% |