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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 | $25,296 | $77,472-67.3% | $100,392-74.8% | $80,935-68.7% |
| Participation rate | 90.9% | 76.9%+14.0pp | 81.5%+9.4pp | 67.7%+23.2pp |
| Annual return | 19.16% | 37.26%-18.1pp | 49.45%-30.3pp | 35.66%-16.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,459 | $6,818+112.1% | $8,090+78.7% | $4,299+236.3% |
| Admin fee / account holder | $3,279 | $5,885-44.3% | $7,904-58.5% | $6,924-52.6% |