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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 | $26,472 | $115,911-77.2% | $100,530-73.7% | $158,950-83.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 27.89% | 34.80%-6.9pp | 30.89%-3.0pp | 302.91%-275.0pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,418 | $6,676-48.8% | $6,271-45.5% | $5,983-42.9% |
| Admin fee / account holder | $793 | $10,999-92.8% | $8,083-90.2% | $11,248-93.0% |