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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 | $17,117 | $58,627-70.8% | $76,735-77.7% | $82,448-79.2% |
| Participation rate | 88.2% | 63.2%+25.0pp | 69.5%+18.7pp | 68.1%+20.2pp |
| Annual return | 32.24% | 39.10%-6.9pp | 29.77%+2.5pp | 41.64%-9.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,625 | $3,134+79.5% | $4,088+37.6% | $4,139+35.9% |
| Admin fee / account holder | $1,060 | $5,323-80.1% | $7,189-85.3% | $7,234-85.3% |