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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 | $34,893 | $50,554-31.0% | $67,681-48.4% | $87,485-60.1% |
| Participation rate | 90.9% | 67.7%+23.2pp | 73.7%+17.2pp | 68.9%+22.0pp |
| Annual return | 29.08% | 17.81%+11.3pp | 590.58%-561.5pp | 26.06%+3.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,829 | $2,961+198.2% | $3,976+122.1% | $4,274+106.6% |
| Admin fee / account holder | $592 | $4,132-85.7% | $6,100-90.3% | $7,775-92.4% |