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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 | $43,112 | $95,453-54.8% | $112,040-61.5% | $82,448-47.7% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 22.98% | 23.92%-0.9pp | 24.52%-1.5pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,252 | $4,224+261.1% | $5,098+199.2% | $4,139+268.5% |
| Admin fee / account holder | $602 | $9,013-93.3% | $12,098-95.0% | $7,234-91.7% |