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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 | $107,421-58.1% | $182,262-75.3% | $94,015-52.1% |
| Participation rate | 92.2% | 77.8%+14.4pp | 84.2%+8.0pp | 70.8%+21.4pp |
| Annual return | 21.59% | 21.32%+0.3pp | 140.60%-119.0pp | 17.84%+3.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,599 | $6,558+76.9% | $8,276+40.1% | $4,249+173.0% |
| Admin fee / account holder | $1,064 | $8,692-87.8% | $16,712-93.6% | $8,951-88.1% |