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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 | $32,762 | $78,520-58.3% | $96,576-66.1% | $82,448-60.3% |
| Participation rate | 96.0% | 77.7%+18.3pp | 81.4%+14.6pp | 68.1%+27.9pp |
| Annual return | 29.26% | 41.30%-12.0pp | 38.47%-9.2pp | 41.64%-12.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,403 | $6,754+98.4% | $7,956+68.5% | $4,139+223.8% |
| Admin fee / account holder | $6,694 | $13,455-50.2% | $11,381-41.2% | $7,234-7.5% |