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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 | $21,185 | $99,875-78.8% | $146,866-85.6% | $86,983-75.6% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 18.98% | 28.10%-9.1pp | 102.85%-83.9pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,459 | $6,322+18.0% | $7,759-3.9% | $4,194+77.9% |
| Admin fee / account holder | $1,596 | $7,838-79.6% | $13,620-88.3% | $7,856-79.7% |