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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 | $30,271 | $78,197-61.3% | $98,090-69.1% | $82,637-63.4% |
| Participation rate | 81.5% | 77.5%+4.0pp | 81.5%-0.1pp | 68.1%+13.4pp |
| Annual return | 21.60% | 40.25%-18.6pp | 37.05%-15.4pp | 53.51%-31.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,056 | $6,636+51.5% | $7,845+28.2% | $4,126+143.7% |
| Admin fee / account holder | $2,852 | $14,832-80.8% | $11,815-75.9% | $7,339-61.1% |