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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 | $39,729 | $95,404-58.4% | $113,397-65.0% | $82,637-51.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 48.35% | 19.08%+29.3pp | 23.20%+25.1pp | 53.51%-5.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,413 | $4,220+52.0% | $5,076+26.3% | $4,126+55.4% |
| Admin fee / account holder | $3,962 | $9,168-56.8% | $11,957-66.9% | $7,339-46.0% |