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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 | $25,296 | $77,523-67.4% | $100,383-74.8% | $80,874-68.7% |
| Participation rate | 90.9% | 77.0%+14.0pp | 81.5%+9.4pp | 67.6%+23.3pp |
| Annual return | 19.16% | 37.21%-18.0pp | 49.26%-30.1pp | 35.62%-16.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,459 | $6,822+112.0% | $8,086+78.8% | $4,297+236.5% |
| Admin fee / account holder | $3,279 | $5,899-44.4% | $7,900-58.5% | $6,935-52.7% |