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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 | $27,569 | $106,864-74.2% | $147,318-81.3% | $82,637-66.6% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 21.19% | 27.49%-6.3pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,174 | $6,496-5.0% | $7,906-21.9% | $4,126+49.6% |
| Admin fee / account holder | $2,112 | $8,415-74.9% | $13,708-84.6% | $7,339-71.2% |