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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 | $44,957 | $106,749-57.9% | $145,433-69.1% | $82,448-45.5% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 16.48% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,073 | $6,519+23.8% | $7,897+2.2% | $4,139+95.0% |
| Admin fee / account holder | $4,397 | $8,390-47.6% | $13,129-66.5% | $7,234-39.2% |