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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 | $106,864-56.0% | $147,318-68.1% | $82,637-43.1% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 20.73% | 27.49%-6.8pp | 70.43%-49.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,556 | $6,496+93.3% | $7,906+58.8% | $4,126+204.3% |
| Admin fee / account holder | $2,671 | $8,415-68.3% | $13,708-80.5% | $7,339-63.6% |