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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 | $15,240 | $45,343-66.4% | $150,298-89.9% | $67,986-77.6% |
| Participation rate | 87.3% | 51.9%+35.5pp | 77.8%+9.6pp | 57.2%+30.1pp |
| Annual return | 28.09% | 33.28%-5.2pp | 62.79%-34.7pp | 31.67%-3.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,119 | $2,055+149.2% | $5,453-6.1% | $3,358+52.5% |
| Admin fee / account holder | $3,273 | $2,250+45.5% | $14,116-76.8% | $3,203+2.2% |