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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 | $44,883 | $124,980-64.1% | $108,359-58.6% | $154,746-71.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 10.33% | 45.00%-34.7pp | 36.89%-26.6pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,011 | $4,743+68.9% | $4,137+93.6% | $6,730+19.0% |
| Admin fee / account holder | $20,568 | $11,502+78.8% | $9,741+111.2% | $14,365+43.2% |