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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 | $99,875-53.0% | $146,866-68.0% | $86,983-46.0% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 20.73% | 28.10%-7.4pp | 102.85%-82.1pp | 25.83%-5.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,556 | $6,322+98.6% | $7,759+61.8% | $4,194+199.4% |
| Admin fee / account holder | $2,671 | $7,838-65.9% | $13,620-80.4% | $7,856-66.0% |