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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 | $28,826 | $102,245-71.8% | $89,340-67.7% | $137,256-79.0% |
| Participation rate | 84.2% | 74.9%+9.3pp | 69.6%+14.6pp | 80.0%+4.3pp |
| Annual return | 21.60% | 21.89%-0.3pp | 20.57%+1.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,100 | $4,436+105.1% | $3,823+138.0% | $6,407+42.0% |
| Admin fee / account holder | $5,606 | $8,085-30.7% | $6,704-16.4% | $12,270-54.3% |