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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 | $41,287 | $77,358-46.6% | $102,184-59.6% | $87,485-52.8% |
| Participation rate | 97.9% | 78.7%+19.2pp | 82.6%+15.3pp | 68.9%+29.0pp |
| Annual return | 32.40% | 41.11%-8.7pp | 31.58%+0.8pp | 26.06%+6.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,970 | $6,753+62.5% | $8,309+32.0% | $4,274+156.7% |
| Admin fee / account holder | $2,617 | $6,809-61.6% | $11,609-77.5% | $7,775-66.3% |