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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 | $107,421-71.9% | $182,262-83.4% | $94,015-67.9% |
| Participation rate | 79.3% | 77.8%+1.5pp | 84.2%-4.9pp | 70.8%+8.5pp |
| Annual return | 16.88% | 21.32%-4.4pp | 140.60%-123.7pp | 17.84%-1.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,562 | $6,558+45.8% | $8,276+15.5% | $4,249+125.0% |
| Admin fee / account holder | $9,684 | $8,692+11.4% | $16,712-42.1% | $8,951+8.2% |