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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 | $99,875-64.6% | $146,866-75.9% | $86,983-59.3% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.5%+16.9pp |
| Annual return | 19.08% | 28.10%-9.0pp | 102.85%-83.8pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,485 | $6,322-13.2% | $7,759-29.3% | $4,194+30.8% |
| Admin fee / account holder | $1,145 | $7,838-85.4% | $13,620-91.6% | $7,856-85.4% |