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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 | $107,666-73.3% | $102,184-71.9% | $154,746-81.4% |
| Participation rate | 93.8% | 83.7%+10.0pp | 82.6%+11.2pp | 80.7%+13.0pp |
| Annual return | 25.52% | 29.33%-3.8pp | 31.58%-6.1pp | 172.34%-146.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,497 | $8,719+20.4% | $8,309+26.3% | $6,730+56.0% |
| Admin fee / account holder | $483 | $12,943-96.3% | $11,609-95.8% | $14,365-96.6% |