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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 | $28,150 | $106,749-73.6% | $145,433-80.6% | $82,448-65.9% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 23.74% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,127 | $6,519+40.0% | $7,897+15.6% | $4,139+120.5% |
| Admin fee / account holder | $7,509 | $8,390-10.5% | $13,129-42.8% | $7,234+3.8% |