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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 | $28,357 | $71,353-60.3% | $92,805-69.4% | $86,983-67.4% |
| Participation rate | 90.6% | 80.9%+9.7pp | 83.5%+7.1pp | 69.5%+21.1pp |
| Annual return | 17.86% | 44.68%-26.8pp | 31.59%-13.7pp | 25.83%-8.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,408 | $6,966+78.1% | $8,448+46.9% | $4,194+195.9% |
| Admin fee / account holder | $14,095 | $6,099+131.1% | $10,911+29.2% | $7,856+79.4% |