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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 | $28,759 | $53,128-45.9% | $86,581-66.8% | $70,124-59.0% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 18.55% | 27.66%-9.1pp | 965.06%-946.5pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,389 | $2,695+137.1% | $3,609+77.0% | $3,332+91.8% |
| Admin fee / account holder | $1,839 | $3,584-48.7% | $4,904-62.5% | $4,645-60.4% |