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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 | $32,789 | $99,875-67.2% | $146,866-77.7% | $86,983-62.3% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.5%+0.4pp | 69.5%+13.4pp |
| Annual return | 26.45% | 28.10%-1.6pp | 102.85%-76.4pp | 25.83%+0.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,878 | $6,322+103.7% | $7,759+66.0% | $4,194+207.1% |
| Admin fee / account holder | $5,338 | $7,838-31.9% | $13,620-60.8% | $7,856-32.1% |