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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 | $29,921 | $77,460-61.4% | $100,378-70.2% | $80,925-63.0% |
| Participation rate | 90.6% | 76.9%+13.7pp | 81.5%+9.1pp | 67.7%+23.0pp |
| Annual return | 16.02% | 37.24%-21.2pp | 49.41%-33.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,166 | $6,818+63.8% | $8,087+38.1% | $4,299+159.8% |
| Admin fee / account holder | $805 | $5,887-86.3% | $7,899-89.8% | $6,940-88.4% |