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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 | $41,689 | $83,061-49.8% | $126,068-66.9% | $94,015-55.7% |
| Participation rate | 84.6% | 81.2%+3.4pp | 84.7%-0.1pp | 70.8%+13.8pp |
| Annual return | 43.77% | 20.41%+23.4pp | 15.01%+28.8pp | 17.84%+25.9pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,544 | $7,042+78.1% | $8,214+52.7% | $4,249+195.2% |
| Admin fee / account holder | $6,125 | $7,208-15.0% | $18,264-66.5% | $8,951-31.6% |