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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 | $20,801 | $99,875-79.2% | $146,866-85.8% | $86,983-76.1% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.5%+18.9pp |
| Annual return | 23.62% | 28.10%-4.5pp | 102.85%-79.2pp | 25.83%-2.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,047 | $6,322-4.4% | $7,759-22.1% | $4,194+44.2% |
| Admin fee / account holder | $339 | $7,838-95.7% | $13,620-97.5% | $7,856-95.7% |