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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 | $13,008 | $81,276-84.0% | $155,574-91.6% | $80,925-83.9% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 38.40% | 33.36%+5.0pp | 64.87%-26.5pp | 35.65%+2.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,449 | $3,453-0.1% | $5,629-38.7% | $4,299-19.8% |
| Admin fee / account holder | $338 | $7,993-95.8% | $15,914-97.9% | $6,940-95.1% |