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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 | $18,532 | $46,599-60.2% | $64,101-71.1% | $75,173-75.3% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 29.32% | 26.06%+3.3pp | 33.72%-4.4pp | 160.72%-131.4pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,400 | $2,837+266.6% | $3,881+168.0% | $4,126+152.0% |
| Admin fee / account holder | $745 | $2,956-74.8% | $3,070-75.7% | $5,651-86.8% |