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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 | $30,674 | $106,524-71.2% | $152,301-79.9% | $87,485-64.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 19.92% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,567 | $6,525+46.6% | $8,004+19.5% | $4,274+123.9% |
| Admin fee / account holder | $1,270 | $8,287-84.7% | $14,398-91.2% | $7,775-83.7% |