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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 | $77,814-72.7% | $158,223-86.6% | $86,983-75.5% |
| Participation rate | 90.2% | 68.4%+21.7pp | 79.2%+11.0pp | 69.5%+20.6pp |
| Annual return | 20.56% | 30.54%-10.0pp | 52.09%-31.5pp | 25.83%-5.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,593 | $3,270+315.7% | $5,467+148.6% | $4,194+224.1% |
| Admin fee / account holder | $4,827 | $5,879-17.9% | $16,047-69.9% | $7,856-38.6% |