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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 | $32,101 | $77,472-58.6% | $100,415-68.0% | $80,959-60.3% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.3pp | 67.7%+25.2pp |
| Annual return | 30.14% | 37.26%-7.1pp | 49.47%-19.3pp | 35.67%-5.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,312 | $6,818+95.2% | $8,091+64.5% | $4,300+209.5% |
| Admin fee / account holder | $3,310 | $5,885-43.8% | $7,906-58.1% | $6,925-52.2% |