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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 | $21,412 | $78,520-72.7% | $96,576-77.8% | $82,448-74.0% |
| Participation rate | 96.2% | 77.7%+18.4pp | 81.4%+14.7pp | 68.1%+28.1pp |
| Annual return | 14.79% | 41.30%-26.5pp | 38.47%-23.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,867 | $6,754+16.5% | $7,956-1.1% | $4,139+90.1% |
| Admin fee / account holder | $9,760 | $13,455-27.5% | $11,381-14.2% | $7,234+34.9% |