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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 | $49,821 | $99,875-50.1% | $146,866-66.1% | $86,983-42.7% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 31.25% | 28.10%+3.2pp | 102.85%-71.6pp | 25.83%+5.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,496 | $6,322+113.5% | $7,759+73.9% | $4,194+221.8% |
| Admin fee / account holder | $4,243 | $7,838-45.9% | $13,620-68.8% | $7,856-46.0% |