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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 | $36,690 | $75,058-51.1% | $152,301-75.9% | $64,340-43.0% |
| Participation rate | 89.2% | 60.9%+28.3pp | 82.4%+6.8pp | 55.2%+34.0pp |
| Annual return | 22.92% | 29.93%-7.0pp | 80.50%-57.6pp | 24.14%-1.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $10,177 | $5,041+101.9% | $8,004+27.2% | $2,980+241.5% |
| Admin fee / account holder | $2,020 | $4,050-50.1% | $14,398-86.0% | $3,703-45.4% |