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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 | $47,613 | $106,749-55.4% | $145,433-67.3% | $82,448-42.3% |
| Participation rate | 96.4% | 75.6%+20.7pp | 82.1%+14.2pp | 68.1%+28.3pp |
| Annual return | 36.33% | 27.59%+8.7pp | 66.58%-30.3pp | 41.64%-5.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,870 | $6,519+66.8% | $7,897+37.6% | $4,139+162.6% |
| Admin fee / account holder | $3,242 | $8,390-61.4% | $13,129-75.3% | $7,234-55.2% |