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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 | $106,864-61.3% | $147,318-71.9% | $82,637-49.9% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.1%+13.4pp | 68.1%+27.4pp |
| Annual return | 26.99% | 27.49%-0.5pp | 70.43%-43.4pp | 53.51%-26.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $15,105 | $6,496+132.5% | $7,906+91.0% | $4,126+266.1% |
| Admin fee / account holder | $7,545 | $8,415-10.3% | $13,708-45.0% | $7,339+2.8% |