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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 | $47,483 | $106,247-55.3% | $96,515-50.8% | $139,466-66.0% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 20.03% | 38.47%-18.4pp | 35.73%-15.7pp | 373.66%-353.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,728 | $5,456+60.0% | $4,880+78.9% | $6,712+30.0% |
| Admin fee / account holder | $991 | $7,885-87.4% | $6,735-85.3% | $11,409-91.3% |