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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 | $34,696 | $57,061-39.2% | $85,063-59.2% | $80,911-57.1% |
| Participation rate | 98.3% | 56.3%+41.9pp | 67.5%+30.8pp | 67.6%+30.6pp |
| Annual return | 16.73% | 21.66%-4.9pp | 66.54%-49.8pp | 35.63%-18.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,131 | $3,110+322.2% | $4,523+190.3% | $4,297+205.6% |
| Admin fee / account holder | $6,805 | $4,986+36.5% | $6,155+10.6% | $6,935-1.9% |