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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 | $27,325 | $78,197-65.1% | $98,090-72.1% | $82,637-66.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 81.5%-1.5pp | 68.1%+11.9pp |
| Annual return | 32.89% | 40.25%-7.4pp | 37.05%-4.2pp | 53.51%-20.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,068 | $6,636-8.6% | $7,845-22.6% | $4,126+47.1% |
| Admin fee / account holder | $1,177 | $14,832-92.1% | $11,815-90.0% | $7,339-84.0% |