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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 | $77,358-64.5% | $102,184-73.1% | $87,485-68.6% |
| Participation rate | 79.3% | 78.7%+0.6pp | 82.6%-3.3pp | 68.9%+10.4pp |
| Annual return | 17.07% | 41.11%-24.0pp | 31.58%-14.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,437 | $6,753-4.7% | $8,309-22.5% | $4,274+50.6% |
| Admin fee / account holder | $1,428 | $6,809-79.0% | $11,609-87.7% | $7,775-81.6% |