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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 | $27,478 | $78,520-65.0% | $96,576-71.5% | $82,448-66.7% |
| Participation rate | 79.3% | 77.7%+1.6pp | 81.4%-2.1pp | 68.1%+11.2pp |
| Annual return | 17.07% | 41.30%-24.2pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,437 | $6,754-4.7% | $7,956-19.1% | $4,139+55.5% |
| Admin fee / account holder | $1,428 | $13,455-89.4% | $11,381-87.4% | $7,234-80.3% |