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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 | $46,983 | $106,749-56.0% | $145,433-67.7% | $82,448-43.0% |
| Participation rate | 91.5% | 75.6%+15.8pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 20.73% | 27.59%-6.9pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,556 | $6,519+92.6% | $7,897+59.0% | $4,139+203.3% |
| Admin fee / account holder | $2,671 | $8,390-68.2% | $13,129-79.7% | $7,234-63.1% |