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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 | $69,444-73.9% | $92,985-80.5% | $87,485-79.3% |
| Participation rate | 88.0% | 63.3%+24.7pp | 69.5%+18.5pp | 68.9%+19.1pp |
| Annual return | 16.52% | 23.85%-7.3pp | 27.99%-11.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,478 | $3,364+122.3% | $4,377+70.9% | $4,274+75.0% |
| Admin fee / account holder | $5,598 | $6,137-8.8% | $9,463-40.8% | $7,775-28.0% |