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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 | $26,239 | $110,379-76.2% | $102,412-74.4% | $145,884-82.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.31% | 24.84%-15.5pp | 24.94%-15.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $286 | $4,216-93.2% | $3,870-92.6% | $4,662-93.9% |
| Participant deferral / active EE | $2,052 | $5,622-63.5% | $5,060-59.4% | $6,690-69.3% |
| Admin fee / account holder | $4,024 | $9,745-58.7% | $8,388-52.0% | $13,392-69.9% |