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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 | $18,101 | $86,050-79.0% | $189,758-90.5% | $94,015-80.7% |
| Participation rate | 87.0% | 68.9%+18.1pp | 79.8%+7.2pp | 70.8%+16.1pp |
| Annual return | 42.87% | 17.77%+25.1pp | 52.62%-9.7pp | 17.84%+25.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,459 | $3,349+63.0% | $5,856-6.8% | $4,249+28.5% |
| Admin fee / account holder | $1,558 | $6,627-76.5% | $20,388-92.4% | $8,951-82.6% |