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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 | $30,044 | $118,695-74.7% | $98,916-69.6% | $158,950-81.1% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 11.18% | 372.39%-361.2pp | 196.45%-185.3pp | 302.91%-291.7pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,339 | $5,088-73.7% | $4,245-68.5% | $5,983-77.6% |
| Admin fee / account holder | $6,823 | $10,132-32.7% | $6,642+2.7% | $11,248-39.3% |