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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 | $25,868 | $64,920-60.2% | $103,693-75.1% | $86,983-70.3% |
| Participation rate | 86.8% | 63.6%+23.3pp | 72.6%+14.2pp | 69.5%+17.3pp |
| Annual return | 19.64% | 30.29%-10.7pp | 47.61%-28.0pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,391 | $3,241+66.3% | $4,579+17.7% | $4,194+28.5% |
| Admin fee / account holder | $467 | $6,191-92.5% | $7,858-94.1% | $7,856-94.1% |