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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 | $103,164-72.1% | $90,259-68.1% | $154,746-81.4% |
| Participation rate | 84.2% | 76.1%+8.1pp | 70.7%+13.5pp | 80.7%+3.5pp |
| Annual return | 21.60% | 19.25%+2.3pp | 18.88%+2.7pp | 172.34%-150.7pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,100 | $4,422+105.8% | $3,827+137.8% | $6,730+35.2% |
| Admin fee / account holder | $5,606 | $8,593-34.8% | $7,267-22.9% | $14,365-61.0% |