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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 | $106,749-60.2% | $145,433-70.8% | $82,448-48.5% |
| Participation rate | 85.3% | 75.6%+9.6pp | 82.1%+3.2pp | 68.1%+17.2pp |
| Annual return | 32.84% | 27.59%+5.2pp | 66.58%-33.7pp | 41.64%-8.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,220 | $6,519+72.1% | $7,897+42.1% | $4,139+171.1% |
| Admin fee / account holder | $8,635 | $8,390+2.9% | $13,129-34.2% | $7,234+19.4% |