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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 | $50,391 | $78,520-35.8% | $96,576-47.8% | $82,448-38.9% |
| Participation rate | 97.1% | 77.7%+19.4pp | 81.4%+15.7pp | 68.1%+29.1pp |
| Annual return | 17.17% | 41.30%-24.1pp | 38.47%-21.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,883 | $6,754+105.5% | $7,956+74.5% | $4,139+235.4% |
| Admin fee / account holder | $16,929 | $13,455+25.8% | $11,381+48.8% | $7,234+134.0% |