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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 | $19,677 | $73,787-73.3% | $98,716-80.1% | $82,448-76.1% |
| Participation rate | 86.7% | 61.4%+25.3pp | 69.3%+17.4pp | 68.1%+18.6pp |
| Annual return | 26.33% | 18.57%+7.8pp | 31.81%-5.5pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,182 | $3,081+68.2% | $4,048+28.0% | $4,139+25.2% |
| Admin fee / account holder | $352 | $6,500-94.6% | $8,703-96.0% | $7,234-95.1% |