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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 | $37,898 | $60,442-37.3% | $96,754-60.8% | $87,485-56.7% |
| Participation rate | 93.0% | 58.7%+34.3pp | 70.3%+22.7pp | 68.9%+24.1pp |
| Annual return | 24.51% | 21.97%+2.5pp | 82.04%-57.5pp | 26.06%-1.6pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,415 | $3,280+156.6% | $4,758+76.9% | $4,274+96.9% |
| Admin fee / account holder | $2,114 | $5,069-58.3% | $8,905-76.3% | $7,775-72.8% |