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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 | $28,518 | $45,050-36.7% | $63,018-54.7% | $70,126-59.3% |
| Participation rate | 94.4% | 69.5%+24.9pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 18.41% | 18.76%-0.3pp | 87.62%-69.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,680 | $2,466+49.2% | $3,330+10.5% | $3,332+10.4% |
| Admin fee / account holder | $2,983 | $2,834+5.3% | $3,601-17.2% | $4,645-35.8% |