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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 | $29,955 | $78,520-61.9% | $96,576-69.0% | $82,448-63.7% |
| Participation rate | 85.7% | 77.7%+8.0pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 46.08% | 41.30%+4.8pp | 38.47%+7.6pp | 41.64%+4.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,483 | $6,754+84.8% | $7,956+56.9% | $4,139+201.6% |
| Admin fee / account holder | $7,482 | $13,455-44.4% | $11,381-34.3% | $7,234+3.4% |