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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 | $35,391 | $117,846-70.0% | $102,434-65.4% | $145,884-75.7% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 13.93% | 31.90%-18.0pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,580 | $5,733+14.8% | $5,055+30.2% | $6,690-1.6% |
| Admin fee / account holder | $841 | $13,356-93.7% | $9,462-91.1% | $13,392-93.7% |