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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 | $83,061-64.1% | $126,068-76.4% | $94,015-68.3% |
| Participation rate | 95.0% | 81.2%+13.8pp | 84.7%+10.3pp | 70.8%+24.2pp |
| Annual return | 21.48% | 20.41%+1.1pp | 15.01%+6.5pp | 17.84%+3.6pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,201 | $7,042+16.4% | $8,214-0.2% | $4,249+93.0% |
| Admin fee / account holder | $4,889 | $7,208-32.2% | $18,264-73.2% | $8,951-45.4% |