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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 | $24,591 | $106,749-77.0% | $145,433-83.1% | $82,448-70.2% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 40.30% | 27.59%+12.7pp | 66.58%-26.3pp | 41.64%-1.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,753 | $6,519+49.6% | $7,897+23.5% | $4,139+135.6% |
| Admin fee / account holder | $1,345 | $8,390-84.0% | $13,129-89.8% | $7,234-81.4% |