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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 | $82,133-57.7% | $147,318-76.4% | $64,097-45.8% |
| Participation rate | 80.7% | 62.3%+18.4pp | 82.1%-1.4pp | 55.2%+25.5pp |
| Annual return | 22.87% | 78.78%-55.9pp | 70.43%-47.6pp | 34.64%-11.8pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,877 | $5,407+64.2% | $7,906+12.3% | $3,080+188.2% |
| Admin fee / account holder | $1,617 | $3,730-56.6% | $13,708-88.2% | $3,454-53.2% |