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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 | $156,616-81.0% | $133,346-77.7% | $198,609-85.0% |
| Participation rate | 82.6% | 77.7%+4.9pp | 72.8%+9.8pp | 82.4%+0.2pp |
| Annual return | 26.14% | 44.25%-18.1pp | 36.85%-10.7pp | 202.70%-176.6pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,484 | $4,920+52.1% | $4,332+72.8% | $6,977+7.3% |
| Admin fee / account holder | $369 | $17,468-97.9% | $14,264-97.4% | $19,030-98.1% |