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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 | $28,635 | $59,440-51.8% | $78,004-63.3% | $82,637-65.3% |
| Participation rate | 87.1% | 62.8%+24.3pp | 69.4%+17.7pp | 68.1%+19.0pp |
| Annual return | 18.76% | 40.24%-21.5pp | 31.07%-12.3pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,461 | $3,138+265.2% | $4,092+180.1% | $4,126+177.8% |
| Admin fee / account holder | $8,580 | $5,504+55.9% | $7,578+13.2% | $7,339+16.9% |