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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 | $35,143 | $106,524-67.0% | $152,301-76.9% | $87,485-59.8% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.4%+14.6pp | 68.9%+28.1pp |
| Annual return | 22.63% | 26.89%-4.3pp | 80.50%-57.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,932 | $6,525+82.9% | $8,004+49.1% | $4,274+179.2% |
| Admin fee / account holder | $675 | $8,287-91.9% | $14,398-95.3% | $7,775-91.3% |