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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 | $45,399 | $83,061-45.3% | $126,068-64.0% | $94,015-51.7% |
| Participation rate | 93.8% | 81.2%+12.6pp | 84.7%+9.0pp | 70.8%+22.9pp |
| Annual return | 26.64% | 20.41%+6.2pp | 15.01%+11.6pp | 17.84%+8.8pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $14,271 | $7,042+102.6% | $8,214+73.7% | $4,249+235.8% |
| Admin fee / account holder | $3,306 | $7,208-54.1% | $18,264-81.9% | $8,951-63.1% |