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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 | $29,722 | $112,729-73.6% | $98,716-69.9% | $137,256-78.3% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.3%+13.3pp | 80.0%+2.6pp |
| Annual return | 26.14% | 38.48%-12.3pp | 31.81%-5.7pp | 220.34%-194.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,484 | $4,640+61.3% | $4,048+84.9% | $6,407+16.8% |
| Admin fee / account holder | $369 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |