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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 | $71,353-46.7% | $92,805-59.0% | $86,983-56.3% |
| Participation rate | 84.9% | 80.9%+4.0pp | 83.5%+1.4pp | 69.5%+15.4pp |
| Annual return | 28.23% | 44.68%-16.4pp | 31.59%-3.4pp | 25.83%+2.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $18,807 | $6,966+170.0% | $8,448+122.6% | $4,194+348.4% |
| Admin fee / account holder | $5,853 | $6,099-4.0% | $10,911-46.4% | $7,856-25.5% |