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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 | $28,719 | $77,472-62.9% | $100,392-71.4% | $80,935-64.5% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.7%+24.6pp |
| Annual return | 124.35% | 37.26%+87.1pp | 49.45%+74.9pp | 35.66%+88.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,109 | $6,818+92.3% | $8,090+62.1% | $4,299+204.9% |
| Admin fee / account holder | $3,431 | $5,885-41.7% | $7,904-56.6% | $6,924-50.5% |