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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 | $45,444 | $145,431-68.8% | $211,142-78.5% | $87,485-48.1% |
| Participation rate | 87.7% | 84.7%+2.9pp | 87.3%+0.4pp | 68.9%+18.7pp |
| Annual return | 27.94% | 27.21%+0.7pp | 46.84%-18.9pp | 26.06%+1.9pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,306 | $6,859+50.3% | $9,284+11.0% | $4,274+141.2% |
| Admin fee / account holder | $9,007 | $17,052-47.2% | $19,076-52.8% | $7,775+15.8% |