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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 | $33,013 | $93,617-64.7% | $135,982-75.7% | $75,177-56.1% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 20.91% | 30.89%-10.0pp | 68.32%-47.4pp | 160.75%-139.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,340 | $6,406+123.8% | $7,760+84.8% | $4,126+247.5% |
| Admin fee / account holder | $2,005 | $6,980-71.3% | $10,767-81.4% | $5,651-64.5% |