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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 | $27,740 | $93,589-70.4% | $135,942-79.6% | $75,181-63.1% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 23.11% | 30.90%-7.8pp | 68.28%-45.2pp | 160.69%-137.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,326 | $6,405+123.7% | $7,759+84.6% | $4,126+247.2% |
| Admin fee / account holder | $8,957 | $6,977+28.4% | $10,764-16.8% | $5,650+58.5% |