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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 | $30,724 | $107,421-71.4% | $182,262-83.1% | $94,015-67.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 84.2%+1.5pp | 70.8%+14.9pp |
| Annual return | 23.79% | 21.32%+2.5pp | 140.60%-116.8pp | 17.84%+5.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,669 | $6,558+16.9% | $8,276-7.3% | $4,249+80.5% |
| Admin fee / account holder | $4,928 | $8,692-43.3% | $16,712-70.5% | $8,951-44.9% |