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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 | $49,518 | $84,236-41.2% | $170,435-70.9% | $70,126-29.4% |
| Participation rate | 84.0% | 70.8%+13.2pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 19.79% | 23.06%-3.3pp | 205.94%-186.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,805 | $3,086+185.3% | $4,939+78.3% | $3,332+164.3% |
| Admin fee / account holder | $961 | $5,698-83.1% | $13,881-93.1% | $4,645-79.3% |