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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 | $23,409 | $123,155-81.0% | $108,753-78.5% | $155,188-84.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 19.50% | 44.73%-25.2pp | 37.47%-18.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,944 | $4,623+6.9% | $4,115+20.2% | $6,531-24.3% |
| Admin fee / account holder | $3,474 | $12,126-71.4% | $10,320-66.3% | $14,480-76.0% |