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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 | $99,875-74.3% | $146,866-82.5% | $86,983-70.5% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 34.00% | 28.10%+5.9pp | 102.85%-68.9pp | 25.83%+8.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,879 | $6,322+8.8% | $7,759-11.3% | $4,194+64.0% |
| Admin fee / account holder | $691 | $7,838-91.2% | $13,620-94.9% | $7,856-91.2% |