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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 | $75,541-59.1% | $152,093-79.7% | $82,637-62.6% |
| Participation rate | 92.9% | 66.5%+26.3pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 32.96% | 32.56%+0.4pp | 66.36%-33.4pp | 53.51%-20.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,391 | $3,206+161.8% | $5,451+53.9% | $4,126+103.4% |
| Admin fee / account holder | $586 | $6,405-90.8% | $14,497-96.0% | $7,339-92.0% |