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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 | $19,833 | $58,057-65.8% | $97,032-79.6% | $86,983-77.2% |
| Participation rate | 89.4% | 60.4%+29.0pp | 71.6%+17.8pp | 69.5%+19.8pp |
| Annual return | 37.97% | 22.26%+15.7pp | 35.38%+2.6pp | 25.83%+12.1pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,347 | $3,244+126.5% | $4,672+57.2% | $4,194+75.2% |
| Admin fee / account holder | $1,754 | $4,839-63.8% | $9,418-81.4% | $7,856-77.7% |