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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 | $35,486 | $101,950-65.2% | $125,529-71.7% | $86,983-59.2% |
| Participation rate | 86.0% | 70.2%+15.8pp | 74.7%+11.3pp | 69.5%+16.5pp |
| Annual return | 18.31% | 18.29%0pp | 202.56%-184.2pp | 25.83%-7.5pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,310 | $3,862+141.0% | $4,813+93.4% | $4,194+122.0% |
| Admin fee / account holder | $2,786 | $12,791-78.2% | $16,298-82.9% | $7,856-64.5% |