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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 | $26,427 | $126,661-79.1% | $113,397-76.7% | $138,895-81.0% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.5%+11.7pp | 79.9%+8.3pp |
| Annual return | 13.23% | 25.05%-11.8pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,764 | $5,693-33.9% | $5,076-25.9% | $6,396-41.2% |
| Admin fee / account holder | $5,528 | $14,549-62.0% | $11,957-53.8% | $12,562-56.0% |