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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 | $107,421-53.3% | $182,262-72.5% | $94,015-46.6% |
| Participation rate | 95.1% | 77.8%+17.3pp | 84.2%+10.9pp | 70.8%+24.3pp |
| Annual return | 25.83% | 21.32%+4.5pp | 140.60%-114.8pp | 17.84%+8.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $14,067 | $6,558+114.5% | $8,276+70.0% | $4,249+231.0% |
| Admin fee / account holder | $5,394 | $8,692-37.9% | $16,712-67.7% | $8,951-39.7% |