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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 | $37,536 | $99,875-62.4% | $146,866-74.4% | $86,983-56.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 18.53% | 28.10%-9.6pp | 102.85%-84.3pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,476 | $6,322+113.1% | $7,759+73.7% | $4,194+221.3% |
| Admin fee / account holder | $10,274 | $7,838+31.1% | $13,620-24.6% | $7,856+30.8% |