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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 | $42,497 | $106,524-60.1% | $152,301-72.1% | $87,485-51.4% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.4%+2.8pp | 68.9%+16.4pp |
| Annual return | 32.84% | 26.89%+5.9pp | 80.50%-47.7pp | 26.06%+6.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,220 | $6,525+72.0% | $8,004+40.2% | $4,274+162.6% |
| Admin fee / account holder | $8,635 | $8,287+4.2% | $14,398-40.0% | $7,775+11.1% |