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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 | $48,883 | $78,520-37.7% | $96,576-49.4% | $82,448-40.7% |
| Participation rate | 97.6% | 77.7%+19.9pp | 81.4%+16.2pp | 68.1%+29.6pp |
| Annual return | 21.46% | 41.30%-19.8pp | 38.47%-17.0pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,601 | $6,754+101.4% | $7,956+70.9% | $4,139+228.6% |
| Admin fee / account holder | $1,564 | $13,455-88.4% | $11,381-86.3% | $7,234-78.4% |