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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 | $38,725 | $46,534-16.8% | $64,097-39.6% | $75,177-48.5% |
| Participation rate | 78.6% | 65.9%+12.6pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 23.99% | 26.07%-2.1pp | 33.75%-9.8pp | 160.75%-136.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,925 | $2,835+38.5% | $3,881+1.1% | $4,126-4.9% |
| Admin fee / account holder | $645 | $2,957-78.2% | $3,070-79.0% | $5,651-88.6% |