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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 | $44,994 | $106,524-57.8% | $152,301-70.5% | $87,485-48.6% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.4%+9.7pp | 68.9%+23.3pp |
| Annual return | 21.59% | 26.89%-5.3pp | 80.50%-58.9pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,599 | $6,525+77.8% | $8,004+44.9% | $4,274+171.4% |
| Admin fee / account holder | $1,064 | $8,287-87.2% | $14,398-92.6% | $7,775-86.3% |