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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 | $10,001 | $77,920-87.2% | $149,723-93.3% | $75,177-86.7% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 36.92% | 31.72%+5.2pp | 134.50%-97.6pp | 160.75%-123.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,297 | $3,411+172.5% | $5,682+63.6% | $4,126+125.3% |
| Admin fee / account holder | $1,980 | $5,951-66.7% | $13,215-85.0% | $5,651-65.0% |