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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 | $30,162 | $71,353-57.7% | $92,805-67.5% | $86,983-65.3% |
| Participation rate | 84.4% | 80.9%+3.5pp | 83.5%+0.9pp | 69.5%+14.8pp |
| Annual return | 19.56% | 44.68%-25.1pp | 31.59%-12.0pp | 25.83%-6.3pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $20,310 | $6,966+191.6% | $8,448+140.4% | $4,194+384.3% |
| Admin fee / account holder | $10,632 | $6,099+74.3% | $10,911-2.6% | $7,856+35.3% |