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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 | $36,882 | $90,674-59.3% | $96,707-61.9% | $82,448-55.3% |
| Participation rate | 97.4% | 75.9%+21.4pp | 80.4%+17.0pp | 68.1%+29.3pp |
| Annual return | 36.52% | 49.05%-12.5pp | 34.78%+1.7pp | 41.64%-5.1pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,887 | $5,696+56.0% | $5,997+48.2% | $4,139+114.7% |
| Admin fee / account holder | $2,605 | $7,568-65.6% | $7,503-65.3% | $7,234-64.0% |