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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 | $106,524-74.4% | $152,301-82.1% | $87,485-68.8% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.4%+12.8pp | 68.9%+26.3pp |
| Annual return | 37.88% | 26.89%+11.0pp | 80.50%-42.6pp | 26.06%+11.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,753 | $6,525+80.1% | $8,004+46.8% | $4,274+175.0% |
| Admin fee / account holder | $5,421 | $8,287-34.6% | $14,398-62.3% | $7,775-30.3% |