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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 | $106,524-33.7% | $152,301-53.6% | $87,485-19.2% |
| Participation rate | 95.5% | 75.8%+19.8pp | 82.4%+13.1pp | 68.9%+26.6pp |
| Annual return | 20.91% | 26.89%-6.0pp | 80.50%-59.6pp | 26.06%-5.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,165 | $6,525+178.4% | $8,004+127.0% | $4,274+325.0% |
| Admin fee / account holder | $8,174 | $8,287-1.4% | $14,398-43.2% | $7,775+5.1% |