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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 | $35,164 | $91,179-61.4% | $178,499-80.3% | $79,852-56.0% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 18.64% | 24.19%-5.6pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,631 | $3,236+74.0% | $5,202+8.2% | $3,740+50.6% |
| Admin fee / account holder | $1,915 | $6,749-71.6% | $13,986-86.3% | $5,306-63.9% |