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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 | $23,069 | $75,058-69.3% | $152,301-84.9% | $64,340-64.1% |
| Participation rate | 85.5% | 60.9%+24.6pp | 82.4%+3.0pp | 55.2%+30.2pp |
| Annual return | 23.27% | 29.93%-6.7pp | 80.50%-57.2pp | 24.14%-0.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,598 | $5,041+30.9% | $8,004-17.6% | $2,980+121.4% |
| Admin fee / account holder | $5,523 | $4,050+36.4% | $14,398-61.6% | $3,703+49.2% |