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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 | $77,358-61.1% | $102,184-70.6% | $87,485-65.6% |
| Participation rate | 80.0% | 78.7%+1.3pp | 82.6%-2.6pp | 68.9%+11.1pp |
| Annual return | 56.85% | 41.11%+15.7pp | 31.58%+25.3pp | 26.06%+30.8pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,485 | $6,753+10.9% | $8,309-9.9% | $4,274+75.2% |
| Admin fee / account holder | $524 | $6,809-92.3% | $11,609-95.5% | $7,775-93.3% |