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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 | $43,529 | $93,617-53.5% | $135,982-68.0% | $75,177-42.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 20.32% | 30.89%-10.6pp | 68.32%-48.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,562 | $6,406+64.9% | $7,760+36.1% | $4,126+156.0% |
| Admin fee / account holder | $653 | $6,980-90.6% | $10,767-93.9% | $5,651-88.4% |