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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 | $71,353-59.9% | $92,805-69.2% | $86,983-67.1% |
| Participation rate | 82.0% | 80.9%+1.1pp | 83.5%-1.5pp | 69.5%+12.5pp |
| Annual return | 28.00% | 44.68%-16.7pp | 31.59%-3.6pp | 25.83%+2.2pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,289 | $6,966+76.4% | $8,448+45.5% | $4,194+193.0% |
| Admin fee / account holder | $5,477 | $6,099-10.2% | $10,911-49.8% | $7,856-30.3% |