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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 | $35,100 | $78,520-55.3% | $96,576-63.7% | $82,448-57.4% |
| Participation rate | 94.1% | 77.7%+16.4pp | 81.4%+12.7pp | 68.1%+26.0pp |
| Annual return | 51.72% | 41.30%+10.4pp | 38.47%+13.3pp | 41.64%+10.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,471 | $6,754+40.2% | $7,956+19.0% | $4,139+128.8% |
| Admin fee / account holder | $2,288 | $13,455-83.0% | $11,381-79.9% | $7,234-68.4% |