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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 | $106,524-63.4% | $152,301-74.4% | $87,485-55.4% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.4%+8.2pp | 68.9%+21.8pp |
| Annual return | 27.60% | 26.89%+0.7pp | 80.50%-52.9pp | 26.06%+1.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,116 | $6,525+85.7% | $8,004+51.4% | $4,274+183.5% |
| Admin fee / account holder | $1,074 | $8,287-87.0% | $14,398-92.5% | $7,775-86.2% |