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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 | $46,840 | $106,749-56.1% | $145,433-67.8% | $82,448-43.2% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.1%+13.2pp | 68.1%+27.3pp |
| Annual return | 16.11% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,777 | $6,519+126.7% | $7,897+87.1% | $4,139+257.0% |
| Admin fee / account holder | $11,710 | $8,390+39.6% | $13,129-10.8% | $7,234+61.9% |