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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 | $64,920-30.9% | $103,693-56.7% | $86,983-48.4% |
| Participation rate | 98.0% | 63.6%+34.4pp | 72.6%+25.4pp | 69.5%+28.5pp |
| Annual return | 15.58% | 30.29%-14.7pp | 47.61%-32.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,710 | $3,241+76.2% | $4,579+24.7% | $4,194+36.1% |
| Admin fee / account holder | $824 | $6,191-86.7% | $7,858-89.5% | $7,856-89.5% |