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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 | $31,336 | $83,843-62.6% | $123,973-74.7% | $65,306-52.0% |
| Participation rate | 84.2% | 56.0%+28.2pp | 76.7%+7.6pp | 57.7%+26.5pp |
| Annual return | 22.23% | 19.87%+2.4pp | 388.13%-365.9pp | 21.94%+0.3pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $9,864 | $2,997+229.2% | $5,247+88.0% | $2,959+233.3% |
| Admin fee / account holder | $4,242 | $4,735-10.4% | $11,799-64.0% | $3,480+21.9% |