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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 | $149,446-50.7% | $256,809-71.3% | $94,015-21.7% |
| Participation rate | 94.7% | 85.3%+9.4pp | 88.5%+6.2pp | 70.8%+23.9pp |
| Annual return | 26.89% | 17.55%+9.3pp | 32.73%-5.8pp | 17.84%+9.0pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $15,328 | $6,491+136.2% | $9,520+61.0% | $4,249+260.7% |
| Admin fee / account holder | $4,486 | $24,035-81.3% | $25,146-82.2% | $8,951-49.9% |