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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 | $31,721 | $106,524-70.2% | $152,301-79.2% | $87,485-63.7% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.4%+11.4pp | 68.9%+24.9pp |
| Annual return | 22.53% | 26.89%-4.4pp | 80.50%-58.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,368 | $6,525+58.9% | $8,004+29.5% | $4,274+142.6% |
| Admin fee / account holder | $1,200 | $8,287-85.5% | $14,398-91.7% | $7,775-84.6% |