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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 | $27,910 | $63,365-56.0% | $91,994-69.7% | $72,976-61.8% |
| Participation rate | 75.9% | 72.5%+3.4pp | 78.6%-2.8pp | 69.5%+6.4pp |
| Annual return | 38.07% | 35.35%+2.7pp | 69.04%-31.0pp | 81.02%-42.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,899 | $4,883+102.7% | $5,924+67.1% | $3,608+174.4% |
| Admin fee / account holder | $904 | $4,670-80.6% | $7,744-88.3% | $5,124-82.4% |