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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 | $36,691 | $107,421-65.8% | $182,262-79.9% | $94,015-61.0% |
| Participation rate | 96.4% | 77.8%+18.6pp | 84.2%+12.2pp | 70.8%+25.6pp |
| Annual return | 22.08% | 21.32%+0.8pp | 140.60%-118.5pp | 17.84%+4.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $14,600 | $6,558+122.6% | $8,276+76.4% | $4,249+243.6% |
| Admin fee / account holder | $3,143 | $8,692-63.8% | $16,712-81.2% | $8,951-64.9% |