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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 | $48,085 | $93,598-48.6% | $135,974-64.6% | $75,173-36.0% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 22.06% | 30.89%-8.8pp | 68.30%-46.2pp | 160.72%-138.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,965 | $6,405-38.1% | $7,760-48.9% | $4,126-3.9% |
| Admin fee / account holder | $17,496 | $6,978+150.7% | $10,767+62.5% | $5,651+209.6% |