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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 | $75,541-68.9% | $152,093-84.5% | $82,637-71.6% |
| Participation rate | 78.9% | 66.5%+12.4pp | 77.8%+1.2pp | 68.1%+10.9pp |
| Annual return | 61.17% | 32.56%+28.6pp | 66.36%-5.2pp | 53.51%+7.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,796 | $3,206+112.0% | $5,451+24.7% | $4,126+64.7% |
| Admin fee / account holder | $2,751 | $6,405-57.0% | $14,497-81.0% | $7,339-62.5% |