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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 | $29,645 | $43,730-32.2% | $121,220-75.5% | $64,173-53.8% |
| Participation rate | 87.9% | 58.3%+29.6pp | 71.8%+16.2pp | 69.6%+18.4pp |
| Annual return | 10.16% | 68.94%-58.8pp | 16.94%-6.8pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,665 | $2,281+16.9% | $3,345-20.3% | $3,470-23.2% |
| Admin fee / account holder | $951 | $3,502-72.8% | $5,021-81.0% | $4,887-80.5% |