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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 | $30,092 | $78,197-61.5% | $98,090-69.3% | $82,637-63.6% |
| Participation rate | 80.0% | 77.5%+2.5pp | 81.5%-1.5pp | 68.1%+11.9pp |
| Annual return | 56.85% | 40.25%+16.6pp | 37.05%+19.8pp | 53.51%+3.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,485 | $6,636+12.8% | $7,845-4.6% | $4,126+81.4% |
| Admin fee / account holder | $524 | $14,832-96.5% | $11,815-95.6% | $7,339-92.9% |