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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 | $71,353-60.3% | $92,805-69.5% | $86,983-67.4% |
| Participation rate | 90.7% | 80.9%+9.9pp | 83.5%+7.2pp | 69.5%+21.2pp |
| Annual return | 24.16% | 44.68%-20.5pp | 31.59%-7.4pp | 25.83%-1.7pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,129 | $6,966+59.8% | $8,448+31.7% | $4,194+165.4% |
| Admin fee / account holder | $6,555 | $6,099+7.5% | $10,911-39.9% | $7,856-16.6% |