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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 | $65,903 | $106,749-38.3% | $145,433-54.7% | $82,448-20.1% |
| Participation rate | 90.2% | 75.6%+14.5pp | 82.1%+8.1pp | 68.1%+22.1pp |
| Annual return | 30.22% | 27.59%+2.6pp | 66.58%-36.4pp | 41.64%-11.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,319 | $6,519+89.0% | $7,897+56.0% | $4,139+197.6% |
| Admin fee / account holder | $3,654 | $8,390-56.4% | $13,129-72.2% | $7,234-49.5% |