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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 | $33,841 | $95,453-64.5% | $112,040-69.8% | $82,448-59.0% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 36.03% | 23.92%+12.1pp | 24.52%+11.5pp | 41.64%-5.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,155 | $4,224+93.1% | $5,098+60.0% | $4,139+97.0% |
| Admin fee / account holder | $2,600 | $9,013-71.2% | $12,098-78.5% | $7,234-64.1% |