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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 | $25,377 | $93,598-72.9% | $135,974-81.3% | $75,173-66.2% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 20.07% | 30.89%-10.8pp | 68.30%-48.2pp | 160.72%-140.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,824 | $6,405+131.4% | $7,760+91.0% | $4,126+259.3% |
| Admin fee / account holder | $8,743 | $6,978+25.3% | $10,767-18.8% | $5,651+54.7% |