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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 | $106,749-67.9% | $145,433-76.5% | $82,448-58.5% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 20.66% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,875 | $6,519+82.2% | $7,897+50.4% | $4,139+186.9% |
| Admin fee / account holder | $16,634 | $8,390+98.3% | $13,129+26.7% | $7,234+129.9% |