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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 | $124,980-76.2% | $108,359-72.6% | $154,746-80.8% |
| Participation rate | 82.6% | 75.2%+7.4pp | 70.1%+12.5pp | 80.7%+1.9pp |
| Annual return | 26.14% | 45.00%-18.9pp | 36.89%-10.8pp | 172.34%-146.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,484 | $4,743+57.8% | $4,137+80.9% | $6,730+11.2% |
| Admin fee / account holder | $369 | $11,502-96.8% | $9,741-96.2% | $14,365-97.4% |