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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 | $44,602 | $77,358-42.3% | $102,184-56.4% | $87,485-49.0% |
| Participation rate | 90.3% | 78.7%+11.6pp | 82.6%+7.7pp | 68.9%+21.3pp |
| Annual return | 25.50% | 41.11%-15.6pp | 31.58%-6.1pp | 26.06%-0.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,661 | $6,753+28.3% | $8,309+4.2% | $4,274+102.7% |
| Admin fee / account holder | $2,105 | $6,809-69.1% | $11,609-81.9% | $7,775-72.9% |