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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 | $14,483 | $44,746-67.6% | $88,179-83.6% | $64,097-77.4% |
| Participation rate | 74.5% | 39.8%+34.7pp | 69.1%+5.3pp | 55.2%+19.3pp |
| Annual return | 22.05% | 24.70%-2.7pp | 64.97%-42.9pp | 34.64%-12.6pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,357 | $2,072+255.1% | $4,614+59.5% | $3,080+138.9% |
| Admin fee / account holder | $3,068 | $3,437-10.7% | $7,673-60.0% | $3,454-11.2% |