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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 | $28,921 | $106,749-72.9% | $145,433-80.1% | $82,448-64.9% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 34.19% | 27.59%+6.6pp | 66.58%-32.4pp | 41.64%-7.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,117 | $6,519+85.9% | $7,897+53.4% | $4,139+192.7% |
| Admin fee / account holder | $16,436 | $8,390+95.9% | $13,129+25.2% | $7,234+127.2% |