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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 | $38,619 | $106,749-63.8% | $145,433-73.4% | $82,448-53.2% |
| Participation rate | 86.1% | 75.6%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 48.65% | 27.59%+21.1pp | 66.58%-17.9pp | 41.64%+7.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,925 | $6,519+21.6% | $7,897+0.4% | $4,139+91.5% |
| Admin fee / account holder | $1,801 | $8,390-78.5% | $13,129-86.3% | $7,234-75.1% |