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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 | $44,496 | $124,425-64.2% | $112,040-60.3% | $137,256-67.6% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 21.24% | 24.72%-3.5pp | 24.52%-3.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,601 | $5,718+102.9% | $5,098+127.6% | $6,407+81.1% |
| Admin fee / account holder | $422 | $15,207-97.2% | $12,098-96.5% | $12,270-96.6% |