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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 | $60,442-29.3% | $96,754-55.9% | $87,485-51.2% |
| Participation rate | 88.0% | 58.7%+29.3pp | 70.3%+17.7pp | 68.9%+19.1pp |
| Annual return | 20.83% | 21.97%-1.1pp | 82.04%-61.2pp | 26.06%-5.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,985 | $3,280+113.0% | $4,758+46.8% | $4,274+63.4% |
| Admin fee / account holder | $12,212 | $5,069+140.9% | $8,905+37.1% | $7,775+57.1% |