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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 | $32,876 | $106,749-69.2% | $145,433-77.4% | $82,448-60.1% |
| Participation rate | 88.1% | 75.6%+12.4pp | 82.1%+6.0pp | 68.1%+20.0pp |
| Annual return | 37.60% | 27.59%+10.0pp | 66.58%-29.0pp | 41.64%-4.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,409 | $6,519+13.7% | $7,897-6.2% | $4,139+79.0% |
| Admin fee / account holder | $929 | $8,390-88.9% | $13,129-92.9% | $7,234-87.2% |