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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 | $30,207 | $106,749-71.7% | $145,433-79.2% | $82,448-63.4% |
| Participation rate | 79.3% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.2pp |
| Annual return | 16.88% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,562 | $6,519+46.7% | $7,897+21.1% | $4,139+131.0% |
| Admin fee / account holder | $9,684 | $8,390+15.4% | $13,129-26.2% | $7,234+33.9% |