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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 | $23,503 | $76,407-69.2% | $150,298-84.4% | $82,448-71.5% |
| Participation rate | 78.9% | 66.4%+12.6pp | 77.8%+1.2pp | 68.1%+10.9pp |
| Annual return | 61.17% | 39.99%+21.2pp | 62.79%-1.6pp | 41.64%+19.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,796 | $3,214+111.4% | $5,453+24.6% | $4,139+64.2% |
| Admin fee / account holder | $2,751 | $6,352-56.7% | $14,116-80.5% | $7,234-62.0% |