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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 | $32,974 | $107,421-69.3% | $182,262-81.9% | $94,015-64.9% |
| Participation rate | 95.5% | 77.8%+17.7pp | 84.2%+11.2pp | 70.8%+24.6pp |
| Annual return | 19.30% | 21.32%-2.0pp | 140.60%-121.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,270 | $6,558-4.4% | $8,276-24.2% | $4,249+47.6% |
| Admin fee / account holder | $2,147 | $8,692-75.3% | $16,712-87.2% | $8,951-76.0% |