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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 | $43,226 | $48,314-10.5% | $67,561-36.0% | $80,925-46.6% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.7%+25.2pp |
| Annual return | 13.82% | 18.28%-4.5pp | 3525.44%-3511.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $345 | $2,022-83.0% | $2,735-87.4% | $2,756-87.5% |
| Participant deferral / active EE | $5,213 | $2,927+78.1% | $4,003+30.2% | $4,299+21.3% |
| Admin fee / account holder | $2,778 | $3,690-24.7% | $4,006-30.6% | $6,940-60.0% |