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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 | $31,991 | $77,449-58.7% | $69,483-54.0% | $152,909-79.1% |
| Participation rate | 82.6% | 78.1%+4.5pp | 74.6%+8.0pp | 82.5%+0.2pp |
| Annual return | 24.73% | 39.09%-14.4pp | 28.99%-4.3pp | 345.46%-320.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,958 | $4,415-55.6% | $3,537-44.6% | $5,851-66.5% |
| Admin fee / account holder | $759 | $6,210-87.8% | $3,841-80.2% | $11,601-93.5% |