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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 | $41,419 | $181,004-77.1% | $83,854-50.6% | - |
| Participation rate | 81.8% | 58.9%+22.9pp | 59.1%+22.7pp | - |
| Annual return | 21.29% | 7.93%+13.4pp | 31.39%-10.1pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $1,017-100.0% | - |
| Participant deferral / active EE | $7,798 | $3,727+109.3% | $2,035+283.2% | - |
| Admin fee / account holder | $4,425 | $33,727-86.9% | $3,197+38.4% | - |