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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 | $37,392 | $107,421-65.2% | $182,262-79.5% | $94,015-60.2% |
| Participation rate | 89.6% | 77.8%+11.8pp | 84.2%+5.4pp | 70.8%+18.8pp |
| Annual return | 25.78% | 21.32%+4.5pp | 140.60%-114.8pp | 17.84%+7.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $15,212 | $6,558+132.0% | $8,276+83.8% | $4,249+258.0% |
| Admin fee / account holder | $1,199 | $8,692-86.2% | $16,712-92.8% | $8,951-86.6% |