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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 | $35,486 | $97,648-63.7% | $121,663-70.8% | $87,485-59.4% |
| Participation rate | 86.0% | 70.5%+15.5pp | 74.5%+11.5pp | 68.9%+17.1pp |
| Annual return | 18.31% | 18.03%+0.3pp | 147.54%-129.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,310 | $3,923+137.3% | $4,887+90.5% | $4,274+117.8% |
| Admin fee / account holder | $2,786 | $11,100-74.9% | $14,289-80.5% | $7,775-64.2% |