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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 | $27,425 | $106,524-74.3% | $152,301-82.0% | $87,485-68.7% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.4%+11.8pp | 68.9%+25.3pp |
| Annual return | 74.18% | 26.89%+47.3pp | 80.50%-6.3pp | 26.06%+48.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,421 | $6,525+13.7% | $8,004-7.3% | $4,274+73.6% |
| Admin fee / account holder | $491 | $8,287-94.1% | $14,398-96.6% | $7,775-93.7% |