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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 | $26,124 | $99,875-73.8% | $146,866-82.2% | $86,983-70.0% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 24.05% | 28.10%-4.0pp | 102.85%-78.8pp | 25.83%-1.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,983 | $6,322+89.5% | $7,759+54.4% | $4,194+185.7% |
| Admin fee / account holder | $2,282 | $7,838-70.9% | $13,620-83.2% | $7,856-71.0% |