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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 | $23,276 | $99,875-76.7% | $146,866-84.2% | $86,983-73.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 15.56% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,661 | $6,322+21.2% | $7,759-1.3% | $4,194+82.7% |
| Admin fee / account holder | $1,751 | $7,838-77.7% | $13,620-87.1% | $7,856-77.7% |