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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 | $20,603 | $63,365-67.5% | $91,994-77.6% | $72,976-71.8% |
| Participation rate | 89.7% | 72.5%+17.1pp | 78.6%+11.0pp | 69.5%+20.2pp |
| Annual return | 43.57% | 35.35%+8.2pp | 69.04%-25.5pp | 81.02%-37.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,718 | $4,883+58.0% | $5,924+30.3% | $3,608+113.9% |
| Admin fee / account holder | $1,104 | $4,670-76.4% | $7,744-85.7% | $5,124-78.5% |