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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 | $106,524-57.6% | $152,301-70.4% | $87,485-48.4% |
| Participation rate | 92.7% | 75.8%+17.0pp | 82.4%+10.3pp | 68.9%+23.8pp |
| Annual return | 29.96% | 26.89%+3.1pp | 80.50%-50.5pp | 26.06%+3.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,855 | $6,525+112.3% | $8,004+73.1% | $4,274+224.2% |
| Admin fee / account holder | $5,187 | $8,287-37.4% | $14,398-64.0% | $7,775-33.3% |