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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 | $45,088 | $135,905-66.8% | $126,068-64.2% | $198,609-77.3% |
| Participation rate | 95.0% | 85.6%+9.4pp | 84.7%+10.3pp | 82.4%+12.6pp |
| Annual return | 36.62% | 14.07%+22.6pp | 15.01%+21.6pp | 202.70%-166.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,839 | $8,523+38.9% | $8,214+44.1% | $6,977+69.7% |
| Admin fee / account holder | $4,801 | $21,036-77.2% | $18,264-73.7% | $19,030-74.8% |