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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 | $76,642-52.1% | $146,866-75.0% | $65,306-43.8% |
| Participation rate | 89.2% | 61.2%+28.0pp | 82.5%+6.7pp | 57.7%+31.5pp |
| Annual return | 22.92% | 33.40%-10.5pp | 102.85%-79.9pp | 21.94%+1.0pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $10,177 | $4,864+109.2% | $7,759+31.2% | $2,959+243.9% |
| Admin fee / account holder | $2,020 | $3,960-49.0% | $13,620-85.2% | $3,480-41.9% |