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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 | $27,684 | $78,520-64.7% | $96,576-71.3% | $82,448-66.4% |
| Participation rate | 92.8% | 77.7%+15.0pp | 81.4%+11.3pp | 68.1%+24.7pp |
| Annual return | 29.24% | 41.30%-12.1pp | 38.47%-9.2pp | 41.64%-12.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,600 | $6,754+42.1% | $7,956+20.7% | $4,139+131.9% |
| Admin fee / account holder | $1,907 | $13,455-85.8% | $11,381-83.2% | $7,234-73.6% |