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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 | $36,224 | $71,353-49.2% | $92,805-61.0% | $86,983-58.4% |
| Participation rate | 90.0% | 80.9%+9.1pp | 83.5%+6.5pp | 69.5%+20.5pp |
| Annual return | 20.56% | 44.68%-24.1pp | 31.59%-11.0pp | 25.83%-5.3pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,355 | $6,966+48.7% | $8,448+22.6% | $4,194+146.9% |
| Admin fee / account holder | $2,778 | $6,099-54.5% | $10,911-74.5% | $7,856-64.6% |