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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 | $27,274 | $106,749-74.5% | $145,433-81.2% | $82,448-66.9% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 37.88% | 27.59%+10.3pp | 66.58%-28.7pp | 41.64%-3.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,753 | $6,519+80.3% | $7,897+48.8% | $4,139+183.9% |
| Admin fee / account holder | $5,421 | $8,390-35.4% | $13,129-58.7% | $7,234-25.1% |