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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 | $106,749-66.9% | $145,433-75.7% | $82,448-57.1% |
| Participation rate | 86.5% | 75.6%+10.8pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 19.08% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,485 | $6,519-15.9% | $7,897-30.5% | $4,139+32.5% |
| Admin fee / account holder | $1,145 | $8,390-86.4% | $13,129-91.3% | $7,234-84.2% |