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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 | $126,661-76.1% | $113,397-73.3% | $138,895-78.2% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.5%+14.8pp | 79.9%+11.4pp |
| Annual return | 15.69% | 25.05%-9.4pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,543 | $5,693+32.5% | $5,076+48.6% | $6,396+17.9% |
| Admin fee / account holder | $1,188 | $14,549-91.8% | $11,957-90.1% | $12,562-90.5% |