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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 | $38,027 | $78,197-51.4% | $98,090-61.2% | $82,637-54.0% |
| Participation rate | 84.9% | 77.5%+7.4pp | 81.5%+3.4pp | 68.1%+16.9pp |
| Annual return | 28.23% | 40.25%-12.0pp | 37.05%-8.8pp | 53.51%-25.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $18,807 | $6,636+183.4% | $7,845+139.7% | $4,126+355.8% |
| Admin fee / account holder | $5,853 | $14,832-60.5% | $11,815-50.5% | $7,339-20.3% |