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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 | $19,833 | $58,848-66.3% | $88,179-77.5% | $82,637-76.0% |
| Participation rate | 89.4% | 57.9%+31.5pp | 69.1%+20.2pp | 68.1%+21.3pp |
| Annual return | 37.97% | 22.76%+15.2pp | 64.97%-27.0pp | 53.51%-15.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,347 | $3,124+135.2% | $4,614+59.2% | $4,126+78.1% |
| Admin fee / account holder | $1,754 | $4,795-63.4% | $7,673-77.1% | $7,339-76.1% |