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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 | $29,754 | $106,864-72.2% | $147,318-79.8% | $82,637-64.0% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.1%+13.3pp | 68.1%+27.3pp |
| Annual return | 39.34% | 27.49%+11.9pp | 70.43%-31.1pp | 53.51%-14.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,968 | $6,496+84.3% | $7,906+51.4% | $4,126+190.1% |
| Admin fee / account holder | $875 | $8,415-89.6% | $13,708-93.6% | $7,339-88.1% |