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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 | $72,471-60.5% | $94,215-69.6% | $86,983-67.1% |
| Participation rate | 87.1% | 63.9%+23.2pp | 70.0%+17.1pp | 69.5%+17.6pp |
| Annual return | 18.76% | 26.44%-7.7pp | 28.22%-9.5pp | 25.83%-7.1pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,461 | $3,397+237.4% | $4,276+168.1% | $4,194+173.3% |
| Admin fee / account holder | $8,580 | $6,468+32.7% | $10,216-16.0% | $7,856+9.2% |