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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 | $34,315 | $93,598-63.3% | $135,974-74.8% | $75,173-54.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.7pp | 67.2%+24.5pp |
| Annual return | 32.20% | 30.89%+1.3pp | 68.30%-36.1pp | 160.72%-128.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,410 | $6,405+140.6% | $7,760+98.6% | $4,126+273.5% |
| Admin fee / account holder | $3,340 | $6,978-52.1% | $10,767-69.0% | $5,651-40.9% |