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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 | $56,544 | $117,846-52.0% | $102,434-44.8% | $145,884-61.2% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 24.96% | 31.90%-6.9pp | 29.46%-4.5pp | 551.85%-526.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,740 | $5,733-52.2% | $5,055-45.8% | $6,690-59.0% |
| Admin fee / account holder | $14,704 | $13,356+10.1% | $9,462+55.4% | $13,392+9.8% |