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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 | $42,717 | $57,590-25.8% | $86,233-50.5% | $82,448-48.2% |
| Participation rate | 88.0% | 57.9%+30.1pp | 69.0%+19.0pp | 68.1%+19.9pp |
| Annual return | 20.83% | 22.41%-1.6pp | 61.39%-40.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,985 | $3,080+126.8% | $4,559+53.2% | $4,139+68.7% |
| Admin fee / account holder | $12,212 | $4,730+158.2% | $8,342+46.4% | $7,234+68.8% |