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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 | $25,578 | $93,589-72.7% | $135,942-81.2% | $75,181-66.0% |
| Participation rate | 80.6% | 75.2%+5.5pp | 81.9%-1.3pp | 67.2%+13.4pp |
| Annual return | 19.40% | 30.90%-11.5pp | 68.28%-48.9pp | 160.69%-141.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,760 | $6,405-41.3% | $7,759-51.5% | $4,126-8.9% |
| Admin fee / account holder | $702 | $6,977-89.9% | $10,764-93.5% | $5,650-87.6% |