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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 | $38,069 | $106,864-64.4% | $147,318-74.2% | $82,637-53.9% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 18.30% | 27.49%-9.2pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,758 | $6,496+34.8% | $7,906+10.8% | $4,126+112.3% |
| Admin fee / account holder | $1,510 | $8,415-82.1% | $13,708-89.0% | $7,339-79.4% |