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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 | $34,687 | $106,749-67.5% | $145,433-76.1% | $82,448-57.9% |
| Participation rate | 85.0% | 75.6%+9.4pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 25.65% | 27.59%-1.9pp | 66.58%-40.9pp | 41.64%-16.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,615 | $6,519+32.2% | $7,897+9.1% | $4,139+108.1% |
| Admin fee / account holder | $1,042 | $8,390-87.6% | $13,129-92.1% | $7,234-85.6% |