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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 | $31,219 | $106,864-70.8% | $147,318-78.8% | $82,637-62.2% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 63.94% | 27.49%+36.4pp | 70.43%-6.5pp | 53.51%+10.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,066 | $6,496+55.0% | $7,906+27.3% | $4,126+144.0% |
| Admin fee / account holder | $784 | $8,415-90.7% | $13,708-94.3% | $7,339-89.3% |