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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 | $77,358-61.3% | $102,184-70.7% | $87,485-65.8% |
| Participation rate | 85.7% | 78.7%+7.0pp | 82.6%+3.1pp | 68.9%+16.8pp |
| Annual return | 46.08% | 41.11%+5.0pp | 31.58%+14.5pp | 26.06%+20.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,483 | $6,753+84.9% | $8,309+50.2% | $4,274+192.1% |
| Admin fee / account holder | $7,482 | $6,809+9.9% | $11,609-35.5% | $7,775-3.8% |