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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 | $25,980 | $81,331-68.1% | $155,534-83.3% | $80,935-67.9% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 63.67% | 33.37%+30.3pp | 64.92%-1.2pp | 35.66%+28.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $947 | $3,454-72.6% | $5,630-83.2% | $4,299-78.0% |
| Admin fee / account holder | $1,527 | $7,999-80.9% | $15,900-90.4% | $6,924-77.9% |