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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 | $70,677 | $106,749-33.8% | $145,433-51.4% | $82,448-14.3% |
| Participation rate | 95.5% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 20.91% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,165 | $6,519+178.7% | $7,897+130.0% | $4,139+338.8% |
| Admin fee / account holder | $8,174 | $8,390-2.6% | $13,129-37.7% | $7,234+13.0% |