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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 | $48,416 | $71,878-32.6% | $86,698-44.2% | $68,486-29.3% |
| Participation rate | 76.1% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | 14.23% | 3.53%+10.7pp | 35.95%-21.7pp | -7.85%+22.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,231 | $3,779+276.6% | $4,656+205.6% | $4,028+253.3% |
| Admin fee / account holder | $14,178 | $6,113+131.9% | $7,493+89.2% | $5,404+162.4% |