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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 | $32,263 | $85,171-62.1% | $172,753-81.3% | $72,976-55.8% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 20.16% | 27.32%-7.2pp | 803.00%-782.8pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,292 | $3,260-29.7% | $5,198-55.9% | $3,608-36.5% |
| Admin fee / account holder | $633 | $5,880-89.2% | $13,956-95.5% | $5,124-87.7% |