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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 | $71,353-63.7% | $92,805-72.1% | $86,983-70.2% |
| Participation rate | 85.3% | 80.9%+4.4pp | 83.5%+1.8pp | 69.5%+15.8pp |
| Annual return | 21.54% | 44.68%-23.1pp | 31.59%-10.0pp | 25.83%-4.3pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,832 | $6,966-1.9% | $8,448-19.1% | $4,194+62.9% |
| Admin fee / account holder | $7,238 | $6,099+18.7% | $10,911-33.7% | $7,856-7.9% |