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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 | $45,694 | $106,749-57.2% | $145,433-68.6% | $82,448-44.6% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 32.25% | 27.59%+4.7pp | 66.58%-34.3pp | 41.64%-9.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,200 | $6,519+25.8% | $7,897+3.8% | $4,139+98.1% |
| Admin fee / account holder | $3,773 | $8,390-55.0% | $13,129-71.3% | $7,234-47.9% |