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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 | $32,298 | $106,749-69.7% | $145,433-77.8% | $82,448-60.8% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 53.79% | 27.59%+26.2pp | 66.58%-12.8pp | 41.64%+12.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,489 | $6,519+60.9% | $7,897+32.8% | $4,139+153.4% |
| Admin fee / account holder | $9,543 | $8,390+13.7% | $13,129-27.3% | $7,234+31.9% |