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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 | $28,714 | $100,970-71.6% | $96,576-70.3% | $137,256-79.1% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 25.52% | 38.16%-12.6pp | 38.47%-12.9pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,497 | $8,286+26.7% | $7,956+31.9% | $6,407+63.8% |
| Admin fee / account holder | $483 | $11,312-95.7% | $11,381-95.8% | $12,270-96.1% |