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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 | $34,675 | $93,598-63.0% | $135,974-74.5% | $75,173-53.9% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 28.69% | 30.89%-2.2pp | 68.30%-39.6pp | 160.72%-132.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,657 | $6,405+160.0% | $7,760+114.6% | $4,126+303.7% |
| Admin fee / account holder | $7,004 | $6,978+0.4% | $10,767-34.9% | $5,651+23.9% |