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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 | $57,629 | $106,864-46.1% | $147,318-60.9% | $82,637-30.3% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.1%+7.6pp | 68.1%+21.6pp |
| Annual return | 27.27% | 27.49%-0.2pp | 70.43%-43.2pp | 53.51%-26.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,270 | $6,496+73.5% | $7,906+42.5% | $4,126+173.1% |
| Admin fee / account holder | $2,780 | $8,415-67.0% | $13,708-79.7% | $7,339-62.1% |