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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 | $106,524-31.8% | $152,301-52.3% | $87,485-16.9% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 29.30% | 26.89%+2.4pp | 80.50%-51.2pp | 26.06%+3.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,963 | $6,525+129.3% | $8,004+86.9% | $4,274+250.1% |
| Admin fee / account holder | $4,507 | $8,287-45.6% | $14,398-68.7% | $7,775-42.0% |