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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 | $26,346 | $93,617-71.9% | $135,982-80.6% | $75,177-65.0% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 40.57% | 30.89%+9.7pp | 68.32%-27.8pp | 160.75%-120.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,504 | $6,406+110.8% | $7,760+74.0% | $4,126+227.3% |
| Admin fee / account holder | $1,495 | $6,980-78.6% | $10,767-86.1% | $5,651-73.5% |