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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 | $39,014 | $106,749-63.5% | $145,433-73.2% | $82,448-52.7% |
| Participation rate | 90.7% | 75.6%+15.0pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 27.60% | 27.59%0pp | 66.58%-39.0pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,116 | $6,519+85.9% | $7,897+53.4% | $4,139+192.7% |
| Admin fee / account holder | $1,074 | $8,390-87.2% | $13,129-91.8% | $7,234-85.1% |