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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 | $78,520-62.0% | $96,576-69.1% | $82,448-63.9% |
| Participation rate | 95.0% | 77.7%+17.3pp | 81.4%+13.6pp | 68.1%+26.9pp |
| Annual return | 21.48% | 41.30%-19.8pp | 38.47%-17.0pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,201 | $6,754+21.4% | $7,956+3.1% | $4,139+98.1% |
| Admin fee / account holder | $4,889 | $13,455-63.7% | $11,381-57.0% | $7,234-32.4% |