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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 | $33,366 | $106,749-68.7% | $145,433-77.1% | $82,448-59.5% |
| Participation rate | 94.2% | 75.6%+18.6pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 30.70% | 27.59%+3.1pp | 66.58%-35.9pp | 41.64%-10.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,326 | $6,519+89.1% | $7,897+56.1% | $4,139+197.8% |
| Admin fee / account holder | $5,428 | $8,390-35.3% | $13,129-58.7% | $7,234-25.0% |