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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 | $42,725 | $106,864-60.0% | $147,318-71.0% | $82,637-48.3% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 20.52% | 27.49%-7.0pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,135 | $6,496+86.8% | $7,906+53.5% | $4,126+194.1% |
| Admin fee / account holder | $9,461 | $8,415+12.4% | $13,708-31.0% | $7,339+28.9% |