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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 | $36,246 | $95,453-62.0% | $112,040-67.6% | $82,448-56.0% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.5%+15.6pp | 68.1%+24.0pp |
| Annual return | 15.16% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,531 | $4,224+30.9% | $5,098+8.5% | $4,139+33.6% |
| Admin fee / account holder | $9,105 | $9,013+1.0% | $12,098-24.7% | $7,234+25.9% |