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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 | $57,629 | $99,875-42.3% | $146,866-60.8% | $86,983-33.7% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 27.27% | 28.10%-0.8pp | 102.85%-75.6pp | 25.83%+1.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,270 | $6,322+78.3% | $7,759+45.2% | $4,194+168.7% |
| Admin fee / account holder | $2,780 | $7,838-64.5% | $13,620-79.6% | $7,856-64.6% |