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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 | $31,721 | $106,749-70.3% | $145,433-78.2% | $82,448-61.5% |
| Participation rate | 93.9% | 75.6%+18.2pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 22.53% | 27.59%-5.1pp | 66.58%-44.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,368 | $6,519+59.0% | $7,897+31.3% | $4,139+150.5% |
| Admin fee / account holder | $1,200 | $8,390-85.7% | $13,129-90.9% | $7,234-83.4% |