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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 | $23,621 | $107,733-78.1% | $92,985-74.6% | $154,746-84.7% |
| Participation rate | 84.6% | 74.6%+10.1pp | 69.5%+15.1pp | 80.7%+3.9pp |
| Annual return | 12.31% | 30.39%-18.1pp | 27.99%-15.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,907 | $5,053+115.9% | $4,377+149.2% | $6,730+62.1% |
| Admin fee / account holder | $3,204 | $11,369-71.8% | $9,463-66.1% | $14,365-77.7% |