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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 | $106,749-71.2% | $145,433-78.9% | $82,448-62.7% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 23.79% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,669 | $6,519+17.6% | $7,897-2.9% | $4,139+85.3% |
| Admin fee / account holder | $4,928 | $8,390-41.3% | $13,129-62.5% | $7,234-31.9% |