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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 | $36,469 | $97,648-62.7% | $121,663-70.0% | $87,485-58.3% |
| Participation rate | 92.3% | 70.5%+21.8pp | 74.5%+17.8pp | 68.9%+23.4pp |
| Annual return | 31.40% | 18.03%+13.4pp | 147.54%-116.1pp | 26.06%+5.3pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,339 | $3,923+214.5% | $4,887+152.5% | $4,274+188.7% |
| Admin fee / account holder | $1,812 | $11,100-83.7% | $14,289-87.3% | $7,775-76.7% |