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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 | $43,252 | $99,875-56.7% | $146,866-70.5% | $86,983-50.3% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 25.72% | 28.10%-2.4pp | 102.85%-77.1pp | 25.83%-0.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,285 | $6,322+62.7% | $7,759+32.5% | $4,194+145.2% |
| Admin fee / account holder | $3,049 | $7,838-61.1% | $13,620-77.6% | $7,856-61.2% |