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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 | $35,985 | $126,661-71.6% | $113,397-68.3% | $138,895-74.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 18.67% | 25.05%-6.4pp | 23.20%-4.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,506 | $5,693+84.5% | $5,076+106.9% | $6,396+64.2% |
| Admin fee / account holder | $7,472 | $14,549-48.6% | $11,957-37.5% | $12,562-40.5% |