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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 | $29,801 | $77,358-61.5% | $102,184-70.8% | $87,485-65.9% |
| Participation rate | 95.0% | 78.7%+16.3pp | 82.6%+12.4pp | 68.9%+26.1pp |
| Annual return | 21.48% | 41.11%-19.6pp | 31.58%-10.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,201 | $6,753+21.4% | $8,309-1.3% | $4,274+91.9% |
| Admin fee / account holder | $4,889 | $6,809-28.2% | $11,609-57.9% | $7,775-37.1% |