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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 | $90,674-52.3% | $96,707-55.3% | $82,448-47.6% |
| Participation rate | 92.2% | 75.9%+16.2pp | 80.4%+11.8pp | 68.1%+24.1pp |
| Annual return | 40.58% | 49.05%-8.5pp | 34.78%+5.8pp | 41.64%-1.1pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,831 | $5,696+72.6% | $5,997+63.9% | $4,139+137.5% |
| Admin fee / account holder | $7,232 | $7,568-4.4% | $7,503-3.6% | $7,2340% |