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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 | $28,735 | $99,053-71.0% | $88,179-67.4% | $138,895-79.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 23.71% | 78.17%-54.5pp | 64.97%-41.3pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,027 | $5,225+72.8% | $4,614+95.7% | $6,396+41.1% |
| Admin fee / account holder | $3,139 | $8,748-64.1% | $7,673-59.1% | $12,562-75.0% |