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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 | $36,238 | $88,360-59.0% | $145,433-75.1% | $67,986-46.7% |
| Participation rate | 87.0% | 65.5%+21.6pp | 82.1%+4.9pp | 57.2%+29.8pp |
| Annual return | 26.31% | 63.15%-36.8pp | 66.58%-40.3pp | 31.67%-5.4pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $10,077 | $5,932+69.9% | $7,897+27.6% | $3,358+200.1% |
| Admin fee / account holder | $3,092 | $3,313-6.7% | $13,129-76.5% | $3,203-3.5% |