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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 | $72,702 | $106,749-31.9% | $145,433-50.0% | $82,448-11.8% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 29.30% | 27.59%+1.7pp | 66.58%-37.3pp | 41.64%-12.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,963 | $6,519+129.5% | $7,897+89.5% | $4,139+261.5% |
| Admin fee / account holder | $4,507 | $8,390-46.3% | $13,129-65.7% | $7,234-37.7% |