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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 | $28,565 | $111,814-74.5% | $103,378-72.4% | $145,978-80.4% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 38.75% | 24.80%+13.9pp | 24.91%+13.8pp | 550.52%-511.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,401 | $5,618-39.5% | $5,058-32.7% | $6,690-49.2% |
| Admin fee / account holder | $8,788 | $9,764-10.0% | $8,401+4.6% | $13,400-34.4% |