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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 | $34,246 | $107,421-68.1% | $182,262-81.2% | $94,015-63.6% |
| Participation rate | 74.3% | 77.8%-3.5pp | 84.2%-9.9pp | 70.8%+3.5pp |
| Annual return | 20.66% | 21.32%-0.7pp | 140.60%-119.9pp | 17.84%+2.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,875 | $6,558+81.1% | $8,276+43.5% | $4,249+179.5% |
| Admin fee / account holder | $16,634 | $8,692+91.4% | $16,712-0.5% | $8,951+85.8% |