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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 | $35,368 | $107,421-67.1% | $182,262-80.6% | $94,015-62.4% |
| Participation rate | 86.5% | 77.8%+8.7pp | 84.2%+2.3pp | 70.8%+15.7pp |
| Annual return | 19.08% | 21.32%-2.2pp | 140.60%-121.5pp | 17.84%+1.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,485 | $6,558-16.4% | $8,276-33.7% | $4,249+29.1% |
| Admin fee / account holder | $1,145 | $8,692-86.8% | $16,712-93.2% | $8,951-87.2% |