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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 | $78,520-53.9% | $96,576-62.5% | $82,448-56.1% |
| Participation rate | 90.7% | 77.7%+12.9pp | 81.4%+9.2pp | 68.1%+22.6pp |
| Annual return | 29.69% | 41.30%-11.6pp | 38.47%-8.8pp | 41.64%-11.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,418 | $6,754+39.4% | $7,956+18.4% | $4,139+127.5% |
| Admin fee / account holder | $6,593 | $13,455-51.0% | $11,381-42.1% | $7,234-8.9% |