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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 | $83,061-50.3% | $126,068-67.3% | $94,015-56.1% |
| Participation rate | 97.9% | 81.2%+16.7pp | 84.7%+13.2pp | 70.8%+27.1pp |
| Annual return | 32.40% | 20.41%+12.0pp | 15.01%+17.4pp | 17.84%+14.6pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,970 | $7,042+55.8% | $8,214+33.6% | $4,249+158.2% |
| Admin fee / account holder | $2,617 | $7,208-63.7% | $18,264-85.7% | $8,951-70.8% |