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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 | $106,524-75.9% | $152,301-83.2% | $87,485-70.7% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.4%+8.2pp | 68.9%+21.8pp |
| Annual return | 34.00% | 26.89%+7.1pp | 80.50%-46.5pp | 26.06%+7.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,879 | $6,525+5.4% | $8,004-14.1% | $4,274+61.0% |
| Admin fee / account holder | $691 | $8,287-91.7% | $14,398-95.2% | $7,775-91.1% |