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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 | $42,537 | $106,749-60.2% | $145,433-70.8% | $82,448-48.4% |
| Participation rate | 86.3% | 75.6%+10.6pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 54.06% | 27.59%+26.5pp | 66.58%-12.5pp | 41.64%+12.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,731 | $6,519+49.3% | $7,897+23.2% | $4,139+135.1% |
| Admin fee / account holder | $3,100 | $8,390-63.1% | $13,129-76.4% | $7,234-57.2% |