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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 | $25,767 | $84,953-69.7% | $163,379-84.2% | $82,637-68.8% |
| Participation rate | 94.3% | 65.9%+28.3pp | 76.8%+17.5pp | 68.1%+26.2pp |
| Annual return | 13.51% | 23.07%-9.6pp | 63.41%-49.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,809 | $4,326+11.2% | $6,282-23.4% | $4,126+16.6% |
| Admin fee / account holder | $15,941 | $7,921+101.2% | $9,818+62.4% | $7,339+117.2% |