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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 | $99,875-61.9% | $146,866-74.1% | $86,983-56.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 18.30% | 28.10%-9.8pp | 102.85%-84.6pp | 25.83%-7.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,758 | $6,322+38.5% | $7,759+12.9% | $4,194+108.8% |
| Admin fee / account holder | $1,510 | $7,838-80.7% | $13,620-88.9% | $7,856-80.8% |