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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 | $43,248 | $78,520-44.9% | $96,576-55.2% | $82,448-47.5% |
| Participation rate | 96.7% | 77.7%+18.9pp | 81.4%+15.2pp | 68.1%+28.6pp |
| Annual return | 42.71% | 41.30%+1.4pp | 38.47%+4.2pp | 41.64%+1.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,648 | $6,754+72.5% | $7,956+46.4% | $4,139+181.4% |
| Admin fee / account holder | $4,115 | $13,455-69.4% | $11,381-63.8% | $7,234-43.1% |