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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 | $30,906 | $77,814-60.3% | $158,223-80.5% | $86,983-64.5% |
| Participation rate | 92.9% | 68.4%+24.4pp | 79.2%+13.7pp | 69.5%+23.3pp |
| Annual return | 32.96% | 30.54%+2.4pp | 52.09%-19.1pp | 25.83%+7.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,391 | $3,270+156.6% | $5,467+53.5% | $4,194+100.1% |
| Admin fee / account holder | $586 | $5,879-90.0% | $16,047-96.3% | $7,856-92.5% |