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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 | $76,407-59.6% | $150,298-79.4% | $82,448-62.5% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 32.96% | 39.99%-7.0pp | 62.79%-29.8pp | 41.64%-8.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,391 | $3,214+161.0% | $5,453+53.9% | $4,139+102.7% |
| Admin fee / account holder | $586 | $6,352-90.8% | $14,116-95.8% | $7,234-91.9% |