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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 | $47,896 | $106,749-55.1% | $145,433-67.1% | $82,448-41.9% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 22.39% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,019 | $6,519+69.0% | $7,897+39.5% | $4,139+166.2% |
| Admin fee / account holder | $6,051 | $8,390-27.9% | $13,129-53.9% | $7,234-16.4% |