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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 | $43,279 | $95,453-54.7% | $112,040-61.4% | $82,448-47.5% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 17.47% | 23.92%-6.5pp | 24.52%-7.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,552 | $4,224+31.5% | $5,098+8.9% | $4,139+34.1% |
| Admin fee / account holder | $1,625 | $9,013-82.0% | $12,098-86.6% | $7,234-77.5% |