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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 | $35,012 | $126,661-72.4% | $113,397-69.1% | $138,895-74.8% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 19.05% | 25.05%-6.0pp | 23.20%-4.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,766 | $5,693+89.1% | $5,076+112.1% | $6,396+68.3% |
| Admin fee / account holder | $6,677 | $14,549-54.1% | $11,957-44.2% | $12,562-46.9% |