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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 | $42,129 | $112,729-62.6% | $98,716-57.3% | $137,256-69.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 18.93% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,195 | $4,640+98.2% | $4,048+127.2% | $6,407+43.5% |
| Admin fee / account holder | $11,140 | $10,129+10.0% | $8,703+28.0% | $12,270-9.2% |