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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 | $46,584 | $106,864-56.4% | $147,318-68.4% | $82,637-43.6% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 27.04% | 27.49%-0.4pp | 70.43%-43.4pp | 53.51%-26.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,984 | $6,496+69.1% | $7,906+38.9% | $4,126+166.2% |
| Admin fee / account holder | $2,205 | $8,415-73.8% | $13,708-83.9% | $7,339-70.0% |