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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 | $33,525 | $99,875-66.4% | $146,866-77.2% | $86,983-61.5% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.5%+19.0pp |
| Annual return | 15.26% | 28.10%-12.8pp | 102.85%-87.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $14,223 | $6,322+125.0% | $7,759+83.3% | $4,194+239.1% |
| Admin fee / account holder | $19,112 | $7,838+143.8% | $13,620+40.3% | $7,856+143.3% |