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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 | $107,421-34.2% | $182,262-61.2% | $94,015-24.8% |
| Participation rate | 95.5% | 77.8%+17.7pp | 84.2%+11.3pp | 70.8%+24.7pp |
| Annual return | 20.91% | 21.32%-0.4pp | 140.60%-119.7pp | 17.84%+3.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $18,165 | $6,558+177.0% | $8,276+119.5% | $4,249+327.5% |
| Admin fee / account holder | $8,174 | $8,692-6.0% | $16,712-51.1% | $8,951-8.7% |