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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 | $47,978 | $106,749-55.1% | $145,433-67.0% | $82,448-41.8% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 28.19% | 27.59%+0.6pp | 66.58%-38.4pp | 41.64%-13.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,176 | $6,519+102.1% | $7,897+66.8% | $4,139+218.3% |
| Admin fee / account holder | $8,417 | $8,390+0.3% | $13,129-35.9% | $7,234+16.3% |