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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 | $78,197-73.7% | $98,090-79.0% | $82,637-75.1% |
| Participation rate | 84.4% | 77.5%+6.9pp | 81.5%+2.8pp | 68.1%+16.3pp |
| Annual return | 59.05% | 40.25%+18.8pp | 37.05%+22.0pp | 53.51%+5.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,983 | $6,636+35.4% | $7,845+14.5% | $4,126+117.7% |
| Admin fee / account holder | $941 | $14,832-93.7% | $11,815-92.0% | $7,339-87.2% |