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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 | $42,834 | $93,589-54.2% | $135,942-68.5% | $75,181-43.0% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 23.77% | 30.90%-7.1pp | 68.28%-44.5pp | 160.69%-136.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,541 | $6,405+142.6% | $7,759+100.3% | $4,126+276.7% |
| Admin fee / account holder | $1,648 | $6,977-76.4% | $10,764-84.7% | $5,650-70.8% |