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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 | $21,530 | $99,875-78.4% | $146,866-85.3% | $86,983-75.2% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 21.18% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,755 | $6,322+6.8% | $7,759-12.9% | $4,194+61.1% |
| Admin fee / account holder | $4,808 | $7,838-38.7% | $13,620-64.7% | $7,856-38.8% |