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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 | $28,615 | $77,358-63.0% | $102,184-72.0% | $87,485-67.3% |
| Participation rate | 82.0% | 78.7%+3.3pp | 82.6%-0.6pp | 68.9%+13.1pp |
| Annual return | 28.00% | 41.11%-13.1pp | 31.58%-3.6pp | 26.06%+1.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,289 | $6,753+82.0% | $8,309+47.9% | $4,274+187.6% |
| Admin fee / account holder | $5,477 | $6,809-19.6% | $11,609-52.8% | $7,775-29.6% |