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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 | $37,943 | $106,864-64.5% | $147,318-74.2% | $82,637-54.1% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.1%+11.7pp | 68.1%+25.7pp |
| Annual return | 46.46% | 27.49%+19.0pp | 70.43%-24.0pp | 53.51%-7.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $14,134 | $6,496+117.6% | $7,906+78.8% | $4,126+242.5% |
| Admin fee / account holder | $3,060 | $8,415-63.6% | $13,708-77.7% | $7,339-58.3% |