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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 | $30,278 | $138,312-78.1% | $122,979-75.4% | $155,188-80.5% |
| Participation rate | 91.3% | 80.2%+11.1pp | 77.2%+14.1pp | 80.8%+10.5pp |
| Annual return | 15.69% | 22.06%-6.4pp | 20.12%-4.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,543 | $5,592+34.9% | $5,003+50.8% | $6,531+15.5% |
| Admin fee / account holder | $1,188 | $15,089-92.1% | $12,864-90.8% | $14,480-91.8% |