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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 | $27,088 | $81,358-66.7% | $155,556-82.6% | $80,959-66.5% |
| Participation rate | 74.3% | 66.3%+8.0pp | 78.2%-3.9pp | 67.7%+6.6pp |
| Annual return | 19.58% | 33.39%-13.8pp | 64.84%-45.3pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,712 | $3,455+123.2% | $5,631+37.0% | $4,300+79.3% |
| Admin fee / account holder | $4,701 | $7,994-41.2% | $15,885-70.4% | $6,925-32.1% |