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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 | $124,980-66.3% | $108,359-61.1% | $154,746-72.8% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 18.93% | 45.00%-26.1pp | 36.89%-18.0pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,195 | $4,743+93.9% | $4,137+122.3% | $6,730+36.6% |
| Admin fee / account holder | $11,140 | $11,502-3.1% | $9,741+14.4% | $14,365-22.5% |