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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 | $106,749-65.4% | $145,433-74.6% | $82,448-55.2% |
| Participation rate | 74.4% | 75.6%-1.3pp | 82.1%-7.8pp | 68.1%+6.3pp |
| Annual return | 41.95% | 27.59%+14.4pp | 66.58%-24.6pp | 41.64%+0.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,126 | $6,519+55.3% | $7,897+28.2% | $4,139+144.6% |
| Admin fee / account holder | $403 | $8,390-95.2% | $13,129-96.9% | $7,234-94.4% |