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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 | $22,853 | $93,598-75.6% | $135,974-83.2% | $75,173-69.6% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 33.39% | 30.89%+2.5pp | 68.30%-34.9pp | 160.72%-127.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,045 | $6,405+103.7% | $7,760+68.1% | $4,126+216.1% |
| Admin fee / account holder | $439 | $6,978-93.7% | $10,767-95.9% | $5,651-92.2% |