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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 | $31,118 | $106,749-70.8% | $145,433-78.6% | $82,448-62.3% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 20.47% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,085 | $6,519+70.1% | $7,897+40.4% | $4,139+167.8% |
| Admin fee / account holder | $3,286 | $8,390-60.8% | $13,129-75.0% | $7,234-54.6% |