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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 | $39,027 | $110,410-64.7% | $102,437-61.9% | $145,897-73.3% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 13.98% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,878 | $5,622+4.6% | $5,060+16.2% | $6,689-12.1% |
| Admin fee / account holder | $322 | $9,745-96.7% | $8,388-96.2% | $13,390-97.6% |