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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 | $86,940-64.5% | $102,434-69.9% | $80,935-61.9% |
| Participation rate | 79.6% | 72.4%+7.2pp | 76.5%+3.1pp | 67.7%+12.0pp |
| Annual return | 17.00% | 18.89%-1.9pp | 29.46%-12.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,578 | $4,121+108.2% | $5,055+69.7% | $4,299+99.5% |
| Admin fee / account holder | $5,602 | $8,047-30.4% | $9,462-40.8% | $6,924-19.1% |