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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 | $17,480 | $58,627-70.2% | $76,735-77.2% | $82,448-78.8% |
| Participation rate | 79.4% | 63.2%+16.2pp | 69.5%+9.9pp | 68.1%+11.3pp |
| Annual return | 30.58% | 39.10%-8.5pp | 29.77%+0.8pp | 41.64%-11.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,924 | $3,134+184.8% | $4,088+118.3% | $4,139+115.6% |
| Admin fee / account holder | $2,987 | $5,323-43.9% | $7,189-58.5% | $7,234-58.7% |