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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 | $110,379-74.1% | $102,412-72.1% | $145,884-80.4% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 38.75% | 24.84%+13.9pp | 24.94%+13.8pp | 551.85%-513.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,401 | $5,622-39.5% | $5,060-32.8% | $6,690-49.2% |
| Admin fee / account holder | $8,788 | $9,745-9.8% | $8,388+4.8% | $13,392-34.4% |