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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 | $106,524-69.7% | $152,301-78.8% | $87,485-63.1% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 53.79% | 26.89%+26.9pp | 80.50%-26.7pp | 26.06%+27.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,489 | $6,525+60.8% | $8,004+31.1% | $4,274+145.4% |
| Admin fee / account holder | $9,543 | $8,287+15.2% | $14,398-33.7% | $7,775+22.7% |