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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 | $29,550 | $57,073-48.2% | $85,126-65.3% | $80,925-63.5% |
| Participation rate | 88.0% | 56.4%+31.6pp | 67.5%+20.5pp | 67.7%+20.3pp |
| Annual return | 44.29% | 21.69%+22.6pp | 66.63%-22.3pp | 35.65%+8.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,750 | $3,113+341.7% | $4,523+204.0% | $4,299+219.9% |
| Admin fee / account holder | $6,018 | $4,988+20.7% | $6,160-2.3% | $6,940-13.3% |