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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 | $27,632 | $56,894-51.4% | $84,753-67.4% | $62,881-56.1% |
| Participation rate | 80.8% | 68.5%+12.2pp | 76.6%+4.2pp | 69.3%+11.5pp |
| Annual return | 4.79% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,977 | $2,709+120.6% | $3,712+61.0% | $3,203+86.6% |
| Admin fee / account holder | $8,159 | $3,581+127.8% | $5,333+53.0% | $4,296+89.9% |