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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 | $28,345 | $78,197-63.8% | $98,090-71.1% | $82,637-65.7% |
| Participation rate | 90.7% | 77.5%+13.3pp | 81.5%+9.2pp | 68.1%+22.7pp |
| Annual return | 24.16% | 40.25%-16.1pp | 37.05%-12.9pp | 53.51%-29.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,129 | $6,636+67.7% | $7,845+41.9% | $4,126+169.7% |
| Admin fee / account holder | $6,555 | $14,832-55.8% | $11,815-44.5% | $7,339-10.7% |