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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 | $50,939 | $77,358-34.2% | $102,184-50.1% | $87,485-41.8% |
| Participation rate | 82.3% | 78.7%+3.6pp | 82.6%-0.3pp | 68.9%+13.3pp |
| Annual return | 28.60% | 41.11%-12.5pp | 31.58%-3.0pp | 26.06%+2.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,121 | $6,753+79.5% | $8,309+45.9% | $4,274+183.6% |
| Admin fee / account holder | $4,312 | $6,809-36.7% | $11,609-62.9% | $7,775-44.5% |