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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 | $32,478 | $77,472-58.1% | $100,415-67.7% | $80,959-59.9% |
| Participation rate | 95.5% | 76.9%+18.5pp | 81.5%+13.9pp | 67.7%+27.8pp |
| Annual return | 14.16% | 37.26%-23.1pp | 49.47%-35.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,341 | $6,818+154.4% | $8,091+114.3% | $4,300+303.3% |
| Admin fee / account holder | $12,442 | $5,885+111.4% | $7,906+57.4% | $6,925+79.7% |