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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 | $36,954 | $106,524-65.3% | $152,301-75.7% | $87,485-57.8% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.4%-8.1pp | 68.9%+5.4pp |
| Annual return | 41.95% | 26.89%+15.1pp | 80.50%-38.6pp | 26.06%+15.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,126 | $6,525+55.2% | $8,004+26.5% | $4,274+136.9% |
| Admin fee / account holder | $403 | $8,287-95.1% | $14,398-97.2% | $7,775-94.8% |