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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 | $77,358-25.3% | $102,184-43.4% | $87,485-33.9% |
| Participation rate | 91.8% | 78.7%+13.1pp | 82.6%+9.2pp | 68.9%+22.9pp |
| Annual return | 17.45% | 41.11%-23.7pp | 31.58%-14.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,850 | $6,753+75.5% | $8,309+42.6% | $4,274+177.3% |
| Admin fee / account holder | $4,468 | $6,809-34.4% | $11,609-61.5% | $7,775-42.5% |