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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 | $71,353-57.8% | $92,805-67.6% | $86,983-65.4% |
| Participation rate | 80.0% | 80.9%-0.9pp | 83.5%-3.5pp | 69.5%+10.5pp |
| Annual return | 56.85% | 44.68%+12.2pp | 31.59%+25.3pp | 25.83%+31.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,485 | $6,966+7.5% | $8,448-11.4% | $4,194+78.5% |
| Admin fee / account holder | $524 | $6,099-91.4% | $10,911-95.2% | $7,856-93.3% |