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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 | $65,613 | $78,520-16.4% | $96,576-32.1% | $82,448-20.4% |
| Participation rate | 78.4% | 77.7%+0.6pp | 81.4%-3.1pp | 68.1%+10.3pp |
| Annual return | 24.48% | 41.30%-16.8pp | 38.47%-14.0pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,840 | $6,754+75.3% | $7,956+48.8% | $4,139+186.0% |
| Admin fee / account holder | $930 | $13,455-93.1% | $11,381-91.8% | $7,234-87.1% |