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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 | $35,919 | $156,616-77.1% | $133,346-73.1% | $198,609-81.9% |
| Participation rate | 90.9% | 77.7%+13.2pp | 72.8%+18.1pp | 82.4%+8.5pp |
| Annual return | 5.55% | 44.25%-38.7pp | 36.85%-31.3pp | 202.70%-197.1pp |
| Employer contribution / active EE | $35 | $3,368-99.0% | $2,853-98.8% | $5,055-99.3% |
| Participant deferral / active EE | $4,602 | $4,920-6.5% | $4,332+6.2% | $6,977-34.0% |
| Admin fee / account holder | $30,447 | $17,468+74.3% | $14,264+113.5% | $19,030+60.0% |