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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 | $40,331 | $94,439-57.3% | $73,658-45.2% | $154,746-73.9% |
| Participation rate | 89.5% | 64.7%+24.8pp | 57.0%+32.4pp | 80.7%+8.8pp |
| Annual return | 14.71% | 28.25%-13.5pp | 29.72%-15.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,606 | $2,527+3.1% | $2,062+26.4% | $6,730-61.3% |
| Admin fee / account holder | $1,144 | $3,843-70.2% | $3,357-65.9% | $14,365-92.0% |