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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 | $77,358-64.2% | $102,184-72.9% | $87,485-68.4% |
| Participation rate | 92.8% | 78.7%+14.1pp | 82.6%+10.2pp | 68.9%+23.8pp |
| Annual return | 29.24% | 41.11%-11.9pp | 31.58%-2.3pp | 26.06%+3.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,600 | $6,753+42.2% | $8,309+15.5% | $4,274+124.6% |
| Admin fee / account holder | $1,907 | $6,809-72.0% | $11,609-83.6% | $7,775-75.5% |