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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 | $33,366 | $106,524-68.7% | $152,301-78.1% | $87,485-61.9% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.4%+11.8pp | 68.9%+25.3pp |
| Annual return | 30.70% | 26.89%+3.8pp | 80.50%-49.8pp | 26.06%+4.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,326 | $6,525+88.9% | $8,004+54.0% | $4,274+188.4% |
| Admin fee / account holder | $5,428 | $8,287-34.5% | $14,398-62.3% | $7,775-30.2% |