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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 | $29,555 | $76,642-61.4% | $146,866-79.9% | $65,306-54.7% |
| Participation rate | 92.1% | 61.2%+30.9pp | 82.5%+9.6pp | 57.7%+34.5pp |
| Annual return | 32.73% | 33.40%-0.7pp | 102.85%-70.1pp | 21.94%+10.8pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $10,372 | $4,864+113.2% | $7,759+33.7% | $2,959+250.5% |
| Admin fee / account holder | $6,277 | $3,960+58.5% | $13,620-53.9% | $3,480+80.4% |