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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 | $40,952 | $99,875-59.0% | $146,866-72.1% | $86,983-52.9% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.8pp | 69.5%+23.8pp |
| Annual return | 18.89% | 28.10%-9.2pp | 102.85%-84.0pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,332 | $6,322+31.8% | $7,759+7.4% | $4,194+98.7% |
| Admin fee / account holder | $1,863 | $7,838-76.2% | $13,620-86.3% | $7,856-76.3% |