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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 | $33,275 | $69,477-52.1% | $94,679-64.9% | $71,495-53.5% |
| Participation rate | 88.2% | 78.4%+9.7pp | 80.8%+7.4pp | 67.9%+20.2pp |
| Annual return | 30.20% | 29.66%+0.5pp | 156.75%-126.6pp | 28.85%+1.3pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $13,430 | $7,345+82.9% | $7,417+81.1% | $4,291+213.0% |
| Admin fee / account holder | $3,694 | $1,210+205.4% | $7,233-48.9% | $1,588+132.6% |