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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 | $41,227 | $78,197-47.3% | $98,090-58.0% | $82,637-50.1% |
| Participation rate | 95.7% | 77.5%+18.3pp | 81.5%+14.2pp | 68.1%+27.7pp |
| Annual return | 45.78% | 40.25%+5.5pp | 37.05%+8.7pp | 53.51%-7.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,829 | $6,636+108.4% | $7,845+76.3% | $4,126+235.2% |
| Admin fee / account holder | $3,525 | $14,832-76.2% | $11,815-70.2% | $7,339-52.0% |