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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 | $37,726 | $77,472-51.3% | $100,415-62.4% | $80,959-53.4% |
| Participation rate | 91.7% | 76.9%+14.7pp | 81.5%+10.1pp | 67.7%+24.0pp |
| Annual return | 15.51% | 37.26%-21.7pp | 49.47%-34.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,439 | $6,818+141.1% | $8,091+103.2% | $4,300+282.3% |
| Admin fee / account holder | $4,820 | $5,885-18.1% | $7,906-39.0% | $6,925-30.4% |