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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 | $18,117 | $58,627-69.1% | $76,735-76.4% | $82,448-78.0% |
| Participation rate | 88.0% | 63.2%+24.8pp | 69.5%+18.5pp | 68.1%+19.9pp |
| Annual return | 16.52% | 39.10%-22.6pp | 29.77%-13.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,478 | $3,134+138.7% | $4,088+82.9% | $4,139+80.7% |
| Admin fee / account holder | $5,598 | $5,323+5.2% | $7,189-22.1% | $7,234-22.6% |