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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 | $20,978 | $78,520-73.3% | $96,576-78.3% | $82,448-74.6% |
| Participation rate | 91.5% | 77.7%+13.8pp | 81.4%+10.0pp | 68.1%+23.4pp |
| Annual return | 18.39% | 41.30%-22.9pp | 38.47%-20.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,625 | $6,754-1.9% | $7,956-16.7% | $4,139+60.1% |
| Admin fee / account holder | $1,330 | $13,455-90.1% | $11,381-88.3% | $7,234-81.6% |