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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 | $41,370 | $106,749-61.2% | $145,433-71.6% | $82,448-49.8% |
| Participation rate | 95.5% | 75.6%+19.8pp | 82.1%+13.3pp | 68.1%+27.4pp |
| Annual return | 26.99% | 27.59%-0.6pp | 66.58%-39.6pp | 41.64%-14.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,105 | $6,519+131.7% | $7,897+91.3% | $4,139+264.9% |
| Admin fee / account holder | $7,545 | $8,390-10.1% | $13,129-42.5% | $7,234+4.3% |