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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 | $56,694 | $107,421-47.2% | $182,262-68.9% | $94,015-39.7% |
| Participation rate | 88.1% | 77.8%+10.3pp | 84.2%+3.9pp | 70.8%+17.3pp |
| Annual return | 17.05% | 21.32%-4.3pp | 140.60%-123.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,038 | $6,558+68.3% | $8,276+33.4% | $4,249+159.8% |
| Admin fee / account holder | $11,415 | $8,692+31.3% | $16,712-31.7% | $8,951+27.5% |