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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 | $26,831 | $99,875-73.1% | $146,866-81.7% | $86,983-69.2% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.5%+13.2pp |
| Annual return | 26.60% | 28.10%-1.5pp | 102.85%-76.3pp | 25.83%+0.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,634 | $6,322+20.7% | $7,759-1.6% | $4,194+82.0% |
| Admin fee / account holder | $5,733 | $7,838-26.9% | $13,620-57.9% | $7,856-27.0% |