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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 | $30,679 | $114,013-73.1% | $103,693-70.4% | $155,188-80.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 80.8%+11.5pp |
| Annual return | 19.70% | 49.31%-29.6pp | 47.61%-27.9pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,136 | $4,970+63.7% | $4,579+77.7% | $6,531+24.6% |
| Admin fee / account holder | $4,370 | $8,407-48.0% | $7,858-44.4% | $14,480-69.8% |