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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 | $75,058-51.7% | $152,301-76.2% | $64,340-43.7% |
| Participation rate | 87.0% | 60.9%+26.1pp | 82.4%+4.6pp | 55.2%+31.8pp |
| Annual return | 26.31% | 29.93%-3.6pp | 80.50%-54.2pp | 24.14%+2.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $10,077 | $5,041+99.9% | $8,004+25.9% | $2,980+238.1% |
| Admin fee / account holder | $3,092 | $4,050-23.7% | $14,398-78.5% | $3,703-16.5% |