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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 | $27,253 | $90,674-69.9% | $96,707-71.8% | $82,448-66.9% |
| Participation rate | 95.0% | 75.9%+19.1pp | 80.4%+14.6pp | 68.1%+26.9pp |
| Annual return | 25.12% | 49.05%-23.9pp | 34.78%-9.7pp | 41.64%-16.5pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,832 | $5,696+55.1% | $5,997+47.3% | $4,139+113.4% |
| Admin fee / account holder | $2,408 | $7,568-68.2% | $7,503-67.9% | $7,234-66.7% |