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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 | $45,127 | $106,749-57.7% | $145,433-69.0% | $82,448-45.3% |
| Participation rate | 92.7% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 29.96% | 27.59%+2.4pp | 66.58%-36.6pp | 41.64%-11.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,855 | $6,519+112.5% | $7,897+75.4% | $4,139+234.7% |
| Admin fee / account holder | $5,187 | $8,390-38.2% | $13,129-60.5% | $7,234-28.3% |