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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 | $26,683 | $100,970-73.6% | $96,576-72.4% | $137,256-80.6% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 33.94% | 38.16%-4.2pp | 38.47%-4.5pp | 220.34%-186.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,987 | $8,286+20.5% | $7,956+25.5% | $6,407+55.9% |
| Admin fee / account holder | $1,098 | $11,312-90.3% | $11,381-90.4% | $12,270-91.1% |