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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 | $45,088 | $100,970-55.3% | $96,576-53.3% | $137,256-67.2% |
| Participation rate | 95.0% | 82.6%+12.4pp | 81.4%+13.6pp | 80.0%+15.0pp |
| Annual return | 36.62% | 38.16%-1.5pp | 38.47%-1.9pp | 220.34%-183.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,839 | $8,286+42.9% | $7,956+48.8% | $6,407+84.8% |
| Admin fee / account holder | $4,801 | $11,312-57.6% | $11,381-57.8% | $12,270-60.9% |