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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 | $82,133-71.9% | $147,318-84.3% | $64,097-64.0% |
| Participation rate | 85.5% | 62.3%+23.2pp | 82.1%+3.4pp | 55.2%+30.3pp |
| Annual return | 23.27% | 78.78%-55.5pp | 70.43%-47.2pp | 34.64%-11.4pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $6,598 | $5,407+22.0% | $7,906-16.5% | $3,080+114.2% |
| Admin fee / account holder | $5,523 | $3,730+48.1% | $13,708-59.7% | $3,454+59.9% |