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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 | $46,584 | $106,749-56.4% | $145,433-68.0% | $82,448-43.5% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 27.04% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,984 | $6,519+68.5% | $7,897+39.1% | $4,139+165.4% |
| Admin fee / account holder | $2,205 | $8,390-73.7% | $13,129-83.2% | $7,234-69.5% |