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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 | $77,358-36.8% | $102,184-52.2% | $87,485-44.1% |
| Participation rate | 97.6% | 78.7%+18.9pp | 82.6%+15.0pp | 68.9%+28.7pp |
| Annual return | 21.46% | 41.11%-19.6pp | 31.58%-10.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,601 | $6,753+101.4% | $8,309+63.7% | $4,274+218.2% |
| Admin fee / account holder | $1,564 | $6,809-77.0% | $11,609-86.5% | $7,775-79.9% |