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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 | $34,982 | $77,472-54.8% | $100,392-65.2% | $80,935-56.8% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.7%+26.6pp |
| Annual return | 13.71% | 37.26%-23.5pp | 49.45%-35.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,283 | $6,818+36.2% | $8,090+14.8% | $4,299+115.9% |
| Admin fee / account holder | $13,063 | $5,885+122.0% | $7,904+65.3% | $6,924+88.6% |