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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 | $15,240 | $43,496-65.0% | $161,489-90.6% | $64,340-76.3% |
| Participation rate | 87.3% | 53.5%+33.8pp | 78.7%+8.6pp | 55.2%+32.1pp |
| Annual return | 28.09% | 20.76%+7.3pp | 89.72%-61.6pp | 24.14%+3.9pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,119 | $1,996+156.5% | $5,630-9.1% | $2,980+71.8% |
| Admin fee / account holder | $3,273 | $2,330+40.5% | $16,006-79.5% | $3,703-11.6% |