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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 | $107,666-58.1% | $102,184-55.9% | $154,746-70.9% |
| Participation rate | 95.0% | 83.7%+11.3pp | 82.6%+12.4pp | 80.7%+14.3pp |
| Annual return | 36.62% | 29.33%+7.3pp | 31.58%+5.0pp | 172.34%-135.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,839 | $8,719+35.8% | $8,309+42.5% | $6,730+75.9% |
| Admin fee / account holder | $4,801 | $12,943-62.9% | $11,609-58.6% | $14,365-66.6% |