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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 | $30,849 | $86,919-64.5% | $102,457-69.9% | $80,911-61.9% |
| Participation rate | 79.6% | 72.4%+7.3pp | 76.5%+3.1pp | 67.6%+12.0pp |
| Annual return | 17.00% | 18.90%-1.9pp | 29.41%-12.4pp | 35.63%-18.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,578 | $4,119+108.2% | $5,054+69.7% | $4,297+99.6% |
| Admin fee / account holder | $5,602 | $8,049-30.4% | $9,451-40.7% | $6,935-19.2% |