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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 | $57,795 | $78,520-26.4% | $96,576-40.2% | $82,448-29.9% |
| Participation rate | 91.8% | 77.7%+14.1pp | 81.4%+10.4pp | 68.1%+23.7pp |
| Annual return | 17.45% | 41.30%-23.9pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,850 | $6,754+75.4% | $7,956+48.9% | $4,139+186.3% |
| Admin fee / account holder | $4,468 | $13,455-66.8% | $11,381-60.7% | $7,234-38.2% |