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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 | $43,223 | $87,878-50.8% | $97,411-55.6% | $82,637-47.7% |
| Participation rate | 92.2% | 75.6%+16.6pp | 80.4%+11.8pp | 68.1%+24.1pp |
| Annual return | 40.58% | 54.63%-14.0pp | 34.72%+5.9pp | 53.51%-12.9pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,831 | $5,525+77.9% | $5,886+67.0% | $4,126+138.3% |
| Admin fee / account holder | $7,232 | $6,743+7.2% | $7,145+1.2% | $7,339-1.5% |