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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 | $20,555 | $71,353-71.2% | $92,805-77.9% | $86,983-76.4% |
| Participation rate | 84.4% | 80.9%+3.5pp | 83.5%+0.9pp | 69.5%+14.8pp |
| Annual return | 59.05% | 44.68%+14.4pp | 31.59%+27.5pp | 25.83%+33.2pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,983 | $6,966+29.0% | $8,448+6.3% | $4,194+114.2% |
| Admin fee / account holder | $941 | $6,099-84.6% | $10,911-91.4% | $7,856-88.0% |