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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 | $35,434 | $106,524-66.7% | $152,301-76.7% | $87,485-59.5% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 42.80% | 26.89%+15.9pp | 80.50%-37.7pp | 26.06%+16.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,277 | $6,525+118.8% | $8,004+78.4% | $4,274+234.1% |
| Admin fee / account holder | $3,487 | $8,287-57.9% | $14,398-75.8% | $7,775-55.2% |