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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 | $32,762 | $83,061-60.6% | $126,068-74.0% | $94,015-65.2% |
| Participation rate | 96.0% | 81.2%+14.8pp | 84.7%+11.3pp | 70.8%+25.2pp |
| Annual return | 29.26% | 20.41%+8.9pp | 15.01%+14.3pp | 17.84%+11.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $13,403 | $7,042+90.3% | $8,214+63.2% | $4,249+215.4% |
| Admin fee / account holder | $6,694 | $7,208-7.1% | $18,264-63.3% | $8,951-25.2% |