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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 | $33,563 | $106,749-68.6% | $145,433-76.9% | $82,448-59.3% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 30.87% | 27.59%+3.3pp | 66.58%-35.7pp | 41.64%-10.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,751 | $6,519+3.6% | $7,897-14.5% | $4,139+63.1% |
| Admin fee / account holder | $1,731 | $8,390-79.4% | $13,129-86.8% | $7,234-76.1% |