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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 | $44,864 | $69,590-35.5% | $136,867-67.2% | $94,015-52.3% |
| Participation rate | 98.0% | 66.3%+31.7pp | 74.5%+23.5pp | 70.8%+27.2pp |
| Annual return | 15.58% | 19.62%-4.0pp | 42.97%-27.4pp | 17.84%-2.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,710 | $3,437+66.1% | $4,924+16.0% | $4,249+34.4% |
| Admin fee / account holder | $824 | $8,912-90.8% | $10,340-92.0% | $8,951-90.8% |