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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 | $35,729 | $77,896-54.1% | $134,172-73.4% | $82,448-56.7% |
| Participation rate | 97.3% | 62.8%+34.5pp | 72.5%+24.8pp | 68.1%+29.2pp |
| Annual return | 19.70% | 18.21%+1.5pp | 25.30%-5.6pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,679 | $3,162+206.1% | $4,690+106.4% | $4,139+133.8% |
| Admin fee / account holder | $1,429 | $6,336-77.4% | $12,016-88.1% | $7,234-80.2% |