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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 | $10,077 | $81,262-87.6% | $155,602-93.5% | $80,911-87.5% |
| Participation rate | 84.1% | 66.2%+17.9pp | 78.2%+5.9pp | 67.6%+16.4pp |
| Annual return | 14.57% | 33.34%-18.8pp | 64.81%-50.2pp | 35.63%-21.1pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,665 | $3,451+64.1% | $5,629+0.7% | $4,297+31.8% |
| Admin fee / account holder | $7,858 | $7,992-1.7% | $15,923-50.6% | $6,935+13.3% |