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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 | $75,058-53.7% | $152,301-77.2% | $64,340-46.0% |
| Participation rate | 80.7% | 60.9%+19.8pp | 82.4%-1.7pp | 55.2%+25.5pp |
| Annual return | 22.87% | 29.93%-7.1pp | 80.50%-57.6pp | 24.14%-1.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,877 | $5,041+76.1% | $8,004+10.9% | $2,980+197.8% |
| Admin fee / account holder | $1,617 | $4,050-60.1% | $14,398-88.8% | $3,703-56.3% |