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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 | $27,283 | $91,086-70.0% | $203,872-86.6% | $86,983-68.6% |
| Participation rate | 93.2% | 65.8%+27.4pp | 77.8%+15.4pp | 69.5%+23.7pp |
| Annual return | 19.31% | 22.30%-3.0pp | 85.11%-65.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,151 | $4,019+3.3% | $6,388-35.0% | $4,194-1.0% |
| Admin fee / account holder | $2,076 | $8,987-76.9% | $11,730-82.3% | $7,856-73.6% |