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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 | $78,197-43.0% | $98,090-54.5% | $82,637-46.0% |
| Participation rate | 90.3% | 77.5%+12.8pp | 81.5%+8.7pp | 68.1%+22.2pp |
| Annual return | 25.50% | 40.25%-14.7pp | 37.05%-11.5pp | 53.51%-28.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,661 | $6,636+30.5% | $7,845+10.4% | $4,126+109.9% |
| Admin fee / account holder | $2,105 | $14,832-85.8% | $11,815-82.2% | $7,339-71.3% |