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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 | $77,358-54.6% | $102,184-65.7% | $87,485-59.9% |
| Participation rate | 94.1% | 78.7%+15.4pp | 82.6%+11.5pp | 68.9%+25.2pp |
| Annual return | 51.72% | 41.11%+10.6pp | 31.58%+20.1pp | 26.06%+25.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,471 | $6,753+40.3% | $8,309+14.0% | $4,274+121.6% |
| Admin fee / account holder | $2,288 | $6,809-66.4% | $11,609-80.3% | $7,775-70.6% |