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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 | $27,569 | $99,875-72.4% | $146,866-81.2% | $86,983-68.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 21.19% | 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 | $6,174 | $6,322-2.4% | $7,759-20.4% | $4,194+47.2% |
| Admin fee / account holder | $2,112 | $7,838-73.1% | $13,620-84.5% | $7,856-73.1% |