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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 | $35,671 | $99,875-64.3% | $146,866-75.7% | $86,983-59.0% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.5%+27.1pp |
| Annual return | 18.31% | 28.10%-9.8pp | 102.85%-84.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,015 | $6,322+74.2% | $7,759+42.0% | $4,194+162.6% |
| Admin fee / account holder | $7,375 | $7,838-5.9% | $13,620-45.9% | $7,856-6.1% |