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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 | $35,012 | $138,312-74.7% | $122,979-71.5% | $155,188-77.4% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 19.05% | 22.06%-3.0pp | 20.12%-1.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,766 | $5,592+92.5% | $5,003+115.2% | $6,531+64.8% |
| Admin fee / account holder | $6,677 | $15,089-55.8% | $12,864-48.1% | $14,480-53.9% |