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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 | $34,208 | $77,358-55.8% | $102,184-66.5% | $87,485-60.9% |
| Participation rate | 80.6% | 78.7%+1.9pp | 82.6%-2.0pp | 68.9%+11.6pp |
| Annual return | 19.98% | 41.11%-21.1pp | 31.58%-11.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,321 | $6,753+52.9% | $8,309+24.2% | $4,274+141.5% |
| Admin fee / account holder | $5,908 | $6,809-13.2% | $11,609-49.1% | $7,775-24.0% |