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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 | $32,974 | $106,524-69.0% | $152,301-78.3% | $87,485-62.3% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.4%+13.0pp | 68.9%+26.5pp |
| Annual return | 19.30% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,270 | $6,525-3.9% | $8,004-21.7% | $4,274+46.7% |
| Admin fee / account holder | $2,147 | $8,287-74.1% | $14,398-85.1% | $7,775-72.4% |