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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 | $50,180 | $106,749-53.0% | $145,433-65.5% | $82,448-39.1% |
| Participation rate | 95.1% | 75.6%+19.4pp | 82.1%+13.0pp | 68.1%+27.0pp |
| Annual return | 25.83% | 27.59%-1.8pp | 66.58%-40.7pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,067 | $6,519+115.8% | $7,897+78.1% | $4,139+239.8% |
| Admin fee / account holder | $5,394 | $8,390-35.7% | $13,129-58.9% | $7,234-25.4% |