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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 | $25,883 | $77,358-66.5% | $102,184-74.7% | $87,485-70.4% |
| Participation rate | 85.3% | 78.7%+6.6pp | 82.6%+2.7pp | 68.9%+16.4pp |
| Annual return | 21.54% | 41.11%-19.6pp | 31.58%-10.0pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,832 | $6,753+1.2% | $8,309-17.8% | $4,274+59.9% |
| Admin fee / account holder | $7,238 | $6,809+6.3% | $11,609-37.6% | $7,775-6.9% |