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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 | $27,605 | $99,875-72.4% | $146,866-81.2% | $86,983-68.3% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 30.23% | 28.10%+2.1pp | 102.85%-72.6pp | 25.83%+4.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $17,676 | $6,322+179.6% | $7,759+127.8% | $4,194+321.5% |
| Admin fee / account holder | $13,352 | $7,838+70.4% | $13,620-2.0% | $7,856+70.0% |