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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 | $29,555 | $75,058-60.6% | $152,301-80.6% | $64,340-54.1% |
| Participation rate | 92.1% | 60.9%+31.2pp | 82.4%+9.7pp | 55.2%+36.9pp |
| Annual return | 32.73% | 29.93%+2.8pp | 80.50%-47.8pp | 24.14%+8.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $10,372 | $5,041+105.7% | $8,004+29.6% | $2,980+248.0% |
| Admin fee / account holder | $6,277 | $4,050+55.0% | $14,398-56.4% | $3,703+69.5% |