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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 | $76,407-76.3% | $150,298-88.0% | $82,448-78.0% |
| Participation rate | 87.0% | 66.4%+20.6pp | 77.8%+9.2pp | 68.1%+18.9pp |
| Annual return | 42.87% | 39.99%+2.9pp | 62.79%-19.9pp | 41.64%+1.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,459 | $3,214+69.8% | $5,453+0.1% | $4,139+31.9% |
| Admin fee / account holder | $1,558 | $6,352-75.5% | $14,116-89.0% | $7,234-78.5% |