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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 | $106,524-68.5% | $152,301-78.0% | $87,485-61.6% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 30.87% | 26.89%+4.0pp | 80.50%-49.6pp | 26.06%+4.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,751 | $6,525+3.5% | $8,004-15.7% | $4,274+58.0% |
| Admin fee / account holder | $1,731 | $8,287-79.1% | $14,398-88.0% | $7,775-77.7% |