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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 | $39,236 | $106,524-63.2% | $152,301-74.2% | $87,485-55.2% |
| Participation rate | 86.2% | 75.8%+10.5pp | 82.4%+3.8pp | 68.9%+17.3pp |
| Annual return | 34.09% | 26.89%+7.2pp | 80.50%-46.4pp | 26.06%+8.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,965 | $6,525+114.0% | $8,004+74.5% | $4,274+226.8% |
| Admin fee / account holder | $7,150 | $8,287-13.7% | $14,398-50.3% | $7,775-8.0% |