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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 | $34,208 | $78,520-56.4% | $96,576-64.6% | $82,448-58.5% |
| Participation rate | 80.6% | 77.7%+2.8pp | 81.4%-0.9pp | 68.1%+12.5pp |
| Annual return | 19.98% | 41.30%-21.3pp | 38.47%-18.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,321 | $6,754+52.8% | $7,956+29.7% | $4,139+149.4% |
| Admin fee / account holder | $5,908 | $13,455-56.1% | $11,381-48.1% | $7,234-18.3% |