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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 | $78,520-71.5% | $96,576-76.9% | $82,448-72.9% |
| Participation rate | 90.0% | 77.7%+12.3pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 18.14% | 41.30%-23.2pp | 38.47%-20.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,460 | $6,754+40.1% | $7,956+18.9% | $4,139+128.5% |
| Admin fee / account holder | $3,121 | $13,455-76.8% | $11,381-72.6% | $7,234-56.9% |