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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 | $27,425 | $106,749-74.3% | $145,433-81.1% | $82,448-66.7% |
| Participation rate | 94.2% | 75.6%+18.6pp | 82.1%+12.1pp | 68.1%+26.2pp |
| Annual return | 74.18% | 27.59%+46.6pp | 66.58%+7.6pp | 41.64%+32.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,421 | $6,519+13.8% | $7,897-6.0% | $4,139+79.3% |
| Admin fee / account holder | $491 | $8,390-94.1% | $13,129-96.3% | $7,234-93.2% |