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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 | $32,532 | $78,520-58.6% | $96,576-66.3% | $82,448-60.5% |
| Participation rate | 89.5% | 77.7%+11.7pp | 81.4%+8.0pp | 68.1%+21.4pp |
| Annual return | 64.18% | 41.30%+22.9pp | 38.47%+25.7pp | 41.64%+22.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,756 | $6,7540% | $7,956-15.1% | $4,139+63.2% |
| Admin fee / account holder | $1,110 | $13,455-91.8% | $11,381-90.2% | $7,234-84.7% |