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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 | $25,647 | $106,864-76.0% | $147,318-82.6% | $82,637-69.0% |
| Participation rate | 90.7% | 75.5%+15.2pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 34.00% | 27.49%+6.5pp | 70.43%-36.4pp | 53.51%-19.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,879 | $6,496+5.9% | $7,906-13.0% | $4,126+66.7% |
| Admin fee / account holder | $691 | $8,415-91.8% | $13,708-95.0% | $7,339-90.6% |