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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 | $99,875-57.4% | $146,866-71.1% | $86,983-51.1% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 32.84% | 28.10%+4.7pp | 102.85%-70.0pp | 25.83%+7.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,220 | $6,322+77.5% | $7,759+44.6% | $4,194+167.5% |
| Admin fee / account holder | $8,635 | $7,838+10.2% | $13,620-36.6% | $7,856+9.9% |