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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 | $27,975 | $51,638-45.8% | $68,368-59.1% | $82,448-66.1% |
| Participation rate | 84.8% | 63.6%+21.2pp | 73.8%+11.1pp | 68.1%+16.8pp |
| Annual return | 33.80% | 37.53%-3.7pp | 292.57%-258.8pp | 41.64%-7.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,908 | $2,914+240.1% | $4,123+140.3% | $4,139+139.4% |
| Admin fee / account holder | $1,124 | $4,643-75.8% | $5,150-78.2% | $7,234-84.5% |