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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 | $34,771 | $88,360-60.6% | $145,433-76.1% | $67,986-48.9% |
| Participation rate | 80.7% | 65.5%+15.2pp | 82.1%-1.4pp | 57.2%+23.5pp |
| Annual return | 22.87% | 63.15%-40.3pp | 66.58%-43.7pp | 31.67%-8.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,877 | $5,932+49.6% | $7,897+12.4% | $3,358+164.3% |
| Admin fee / account holder | $1,617 | $3,313-51.2% | $13,129-87.7% | $3,203-49.5% |