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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 | $24,290 | $107,809-77.5% | $97,032-75.0% | $155,188-84.3% |
| Participation rate | 95.0% | 75.5%+19.5pp | 71.6%+23.4pp | 80.8%+14.2pp |
| Annual return | 24.78% | 38.06%-13.3pp | 35.38%-10.6pp | 148.84%-124.1pp |
| Employer contribution / active EE | $3 | $2,911-99.9% | $2,629-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $31,498 | $5,129+514.1% | $4,672+574.1% | $6,531+382.3% |
| Admin fee / account holder | $6,893 | $10,717-35.7% | $9,418-26.8% | $14,480-52.4% |