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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 | $73,647 | $145,431-49.4% | $211,142-65.1% | $87,485-15.8% |
| Participation rate | 94.7% | 84.7%+10.0pp | 87.3%+7.4pp | 68.9%+25.8pp |
| Annual return | 26.89% | 27.21%-0.3pp | 46.84%-19.9pp | 26.06%+0.8pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,328 | $6,859+123.5% | $9,284+65.1% | $4,274+258.7% |
| Admin fee / account holder | $4,486 | $17,052-73.7% | $19,076-76.5% | $7,775-42.3% |