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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 | $49,877 | $149,446-66.6% | $256,809-80.6% | $94,015-46.9% |
| Participation rate | 88.9% | 85.3%+3.6pp | 88.5%+0.4pp | 70.8%+18.1pp |
| Annual return | 18.94% | 17.55%+1.4pp | 32.73%-13.8pp | 17.84%+1.1pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $14,000 | $6,491+115.7% | $9,520+47.1% | $4,249+229.4% |
| Admin fee / account holder | $2,338 | $24,035-90.3% | $25,146-90.7% | $8,951-73.9% |