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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 | $27,198 | $45,087-39.7% | $69,483-60.9% | $72,976-62.7% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.6%+0.4pp | 69.5%+5.5pp |
| Annual return | 15.51% | 22.67%-7.2pp | 28.99%-13.5pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,311 | $2,603+27.2% | $3,537-6.4% | $3,608-8.2% |
| Admin fee / account holder | $5,883 | $3,057+92.4% | $3,841+53.2% | $5,124+14.8% |