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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 | $36,179 | $77,358-53.2% | $102,184-64.6% | $87,485-58.6% |
| Participation rate | 90.7% | 78.7%+12.0pp | 82.6%+8.1pp | 68.9%+21.7pp |
| Annual return | 29.69% | 41.11%-11.4pp | 31.58%-1.9pp | 26.06%+3.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,418 | $6,753+39.5% | $8,309+13.3% | $4,274+120.4% |
| Admin fee / account holder | $6,593 | $6,809-3.2% | $11,609-43.2% | $7,775-15.2% |