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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 | $47,639 | $78,690-39.5% | $161,489-70.5% | $87,485-45.5% |
| Participation rate | 96.5% | 67.5%+29.0pp | 78.7%+17.8pp | 68.9%+27.6pp |
| Annual return | 26.48% | 32.74%-6.3pp | 89.72%-63.2pp | 26.06%+0.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,448 | $3,311+366.6% | $5,630+174.4% | $4,274+261.5% |
| Admin fee / account holder | $4,090 | $6,724-39.2% | $16,006-74.4% | $7,775-47.4% |