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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 | $77,492-54.9% | $100,398-65.2% | $80,911-56.8% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.6%+26.6pp |
| Annual return | 13.71% | 37.23%-23.5pp | 49.32%-35.6pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,283 | $6,817+36.2% | $8,084+14.8% | $4,297+116.0% |
| Admin fee / account holder | $13,063 | $5,892+121.7% | $7,893+65.5% | $6,935+88.4% |