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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 | $124,425-75.7% | $112,040-73.0% | $137,256-77.9% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.5%+14.8pp | 80.0%+11.3pp |
| Annual return | 15.69% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,543 | $5,718+31.9% | $5,098+48.0% | $6,407+17.7% |
| Admin fee / account holder | $1,188 | $15,207-92.2% | $12,098-90.2% | $12,270-90.3% |