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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 | $31,622 | $108,882-71.0% | $96,754-67.3% | $154,746-79.6% |
| Participation rate | 76.9% | 75.1%+1.8pp | 70.3%+6.6pp | 80.7%-3.8pp |
| Annual return | 16.72% | 98.39%-81.7pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,084 | $5,323+51.9% | $4,758+69.9% | $6,730+20.1% |
| Admin fee / account holder | $2,435 | $10,200-76.1% | $8,905-72.7% | $14,365-83.0% |