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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 | $29,792 | $106,749-72.1% | $145,433-79.5% | $82,448-63.9% |
| Participation rate | 86.6% | 75.6%+10.9pp | 82.1%+4.4pp | 68.1%+18.5pp |
| Annual return | 48.70% | 27.59%+21.1pp | 66.58%-17.9pp | 41.64%+7.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,884 | $6,519+67.0% | $7,897+37.8% | $4,139+162.9% |
| Admin fee / account holder | $2,364 | $8,390-71.8% | $13,129-82.0% | $7,234-67.3% |