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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 | $44,448 | $138,312-67.9% | $122,979-63.9% | $155,188-71.4% |
| Participation rate | 89.5% | 80.2%+9.3pp | 77.2%+12.3pp | 80.8%+8.7pp |
| Annual return | 7.11% | 22.06%-15.0pp | 20.12%-13.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,819 | $5,592-49.6% | $5,003-43.6% | $6,531-56.8% |
| Admin fee / account holder | $25,611 | $15,089+69.7% | $12,864+99.1% | $14,480+76.9% |