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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 | $21,273 | $86,050-75.3% | $189,758-88.8% | $94,015-77.4% |
| Participation rate | 90.2% | 68.9%+21.3pp | 79.8%+10.4pp | 70.8%+19.3pp |
| Annual return | 20.56% | 17.77%+2.8pp | 52.62%-32.1pp | 17.84%+2.7pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $13,593 | $3,349+305.9% | $5,856+132.1% | $4,249+219.9% |
| Admin fee / account holder | $4,827 | $6,627-27.2% | $20,388-76.3% | $8,951-46.1% |