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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 | $106,864-72.9% | $147,318-80.4% | $82,637-65.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.1%+13.2pp | 68.1%+27.2pp |
| Annual return | 34.19% | 27.49%+6.7pp | 70.43%-36.2pp | 53.51%-19.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,117 | $6,496+86.5% | $7,906+53.3% | $4,126+193.7% |
| Admin fee / account holder | $16,436 | $8,415+95.3% | $13,708+19.9% | $7,339+124.0% |