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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 | $45,075 | $78,690-42.7% | $161,489-72.1% | $87,485-48.5% |
| Participation rate | 84.0% | 67.5%+16.5pp | 78.7%+5.3pp | 68.9%+15.1pp |
| Annual return | 23.61% | 32.74%-9.1pp | 89.72%-66.1pp | 26.06%-2.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,080 | $3,311+295.1% | $5,630+132.3% | $4,274+206.1% |
| Admin fee / account holder | $7,805 | $6,724+16.1% | $16,006-51.2% | $7,775+0.4% |