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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 | $106,524-56.0% | $152,301-69.2% | $87,485-46.5% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.4%+12.9pp | 68.9%+26.4pp |
| Annual return | 16.11% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,777 | $6,525+126.5% | $8,004+84.6% | $4,274+245.8% |
| Admin fee / account holder | $11,710 | $8,287+41.3% | $14,398-18.7% | $7,775+50.6% |