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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 | $29,707 | $64,359-53.8% | $90,161-67.1% | $70,126-57.6% |
| Participation rate | 88.0% | 70.4%+17.6pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 39.01% | 28.13%+10.9pp | 34.89%+4.1pp | 73.15%-34.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,773 | $4,389-36.8% | $5,287-47.6% | $3,332-16.8% |
| Admin fee / account holder | $1,050 | $3,945-73.4% | $5,943-82.3% | $4,645-77.4% |