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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 | $24,820 | $114,013-78.2% | $103,693-76.1% | $155,188-84.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 17.76% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,357 | $4,970+7.8% | $4,579+17.0% | $6,531-18.0% |
| Admin fee / account holder | $361 | $8,407-95.7% | $7,858-95.4% | $14,480-97.5% |