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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 | $37,167 | $99,875-62.8% | $146,866-74.7% | $86,983-57.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 23.62% | 28.10%-4.5pp | 102.85%-79.2pp | 25.83%-2.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,959 | $6,322+73.3% | $7,759+41.2% | $4,194+161.3% |
| Admin fee / account holder | $3,078 | $7,838-60.7% | $13,620-77.4% | $7,856-60.8% |