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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 | $123,155-75.9% | $108,753-72.7% | $155,188-80.8% |
| Participation rate | 82.6% | 75.6%+7.0pp | 71.1%+11.5pp | 80.8%+1.8pp |
| Annual return | 26.14% | 44.73%-18.6pp | 37.47%-11.3pp | 148.84%-122.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,484 | $4,623+61.9% | $4,115+81.9% | $6,531+14.6% |
| Admin fee / account holder | $369 | $12,126-97.0% | $10,320-96.4% | $14,480-97.5% |