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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 | $69,647 | $97,550-28.6% | $120,344-42.1% | $87,485-20.4% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.7%+17.3pp | 68.9%+25.1pp |
| Annual return | 28.37% | 18.41%+10.0pp | 20.30%+8.1pp | 26.06%+2.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,574 | $4,230+291.8% | $5,135+222.8% | $4,274+287.8% |
| Admin fee / account holder | $7,039 | $9,543-26.2% | $12,742-44.8% | $7,775-9.5% |