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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 | $45,225 | $99,875-54.7% | $146,866-69.2% | $86,983-48.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 21.20% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,975 | $6,322+121.0% | $7,759+80.1% | $4,194+233.2% |
| Admin fee / account holder | $9,748 | $7,838+24.4% | $13,620-28.4% | $7,856+24.1% |