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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 | $77,814-76.7% | $158,223-88.6% | $86,983-79.2% |
| Participation rate | 87.0% | 68.4%+18.5pp | 79.2%+7.8pp | 69.5%+17.4pp |
| Annual return | 42.87% | 30.54%+12.3pp | 52.09%-9.2pp | 25.83%+17.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,459 | $3,270+67.0% | $5,467-0.1% | $4,194+30.2% |
| Admin fee / account holder | $1,558 | $5,879-73.5% | $16,047-90.3% | $7,856-80.2% |