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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 | $26,831 | $106,864-74.9% | $147,318-81.8% | $82,637-67.5% |
| Participation rate | 82.8% | 75.5%+7.3pp | 82.1%+0.7pp | 68.1%+14.7pp |
| Annual return | 26.60% | 27.49%-0.9pp | 70.43%-43.8pp | 53.51%-26.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,634 | $6,496+17.5% | $7,906-3.4% | $4,126+85.0% |
| Admin fee / account holder | $5,733 | $8,415-31.9% | $13,708-58.2% | $7,339-21.9% |