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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 | $39,901 | $57,061-30.1% | $85,063-53.1% | $80,911-50.7% |
| Participation rate | 77.8% | 56.3%+21.4pp | 67.5%+10.3pp | 67.6%+10.1pp |
| Annual return | 28.50% | 21.66%+6.8pp | 66.54%-38.0pp | 35.63%-7.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,393 | $3,110+234.1% | $4,523+129.8% | $4,297+141.9% |
| Admin fee / account holder | $654 | $4,986-86.9% | $6,155-89.4% | $6,935-90.6% |