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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 | $33,563 | $107,421-68.8% | $182,262-81.6% | $94,015-64.3% |
| Participation rate | 95.1% | 77.8%+17.3pp | 84.2%+10.9pp | 70.8%+24.3pp |
| Annual return | 30.87% | 21.32%+9.6pp | 140.60%-109.7pp | 17.84%+13.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,751 | $6,558+2.9% | $8,276-18.4% | $4,249+58.9% |
| Admin fee / account holder | $1,731 | $8,692-80.1% | $16,712-89.6% | $8,951-80.7% |