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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 | $22,357 | $77,358-71.1% | $102,184-78.1% | $87,485-74.4% |
| Participation rate | 90.0% | 78.7%+11.3pp | 82.6%+7.4pp | 68.9%+21.1pp |
| Annual return | 18.14% | 41.11%-23.0pp | 31.58%-13.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,460 | $6,753+40.1% | $8,309+13.9% | $4,274+121.4% |
| Admin fee / account holder | $3,121 | $6,809-54.2% | $11,609-73.1% | $7,775-59.9% |