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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 | $83,061-63.8% | $126,068-76.1% | $94,015-68.0% |
| Participation rate | 80.0% | 81.2%-1.2pp | 84.7%-4.7pp | 70.8%+9.2pp |
| Annual return | 56.85% | 20.41%+36.4pp | 15.01%+41.8pp | 17.84%+39.0pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,485 | $7,042+6.3% | $8,214-8.9% | $4,249+76.1% |
| Admin fee / account holder | $524 | $7,208-92.7% | $18,264-97.1% | $8,951-94.2% |