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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 | $53,427 | $99,053-46.1% | $88,179-39.4% | $138,895-61.5% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.1%+25.3pp | 79.9%+14.5pp |
| Annual return | 16.96% | 78.17%-61.2pp | 64.97%-48.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,475 | $5,225+4.8% | $4,614+18.7% | $6,396-14.4% |
| Admin fee / account holder | $16,085 | $8,748+83.9% | $7,673+109.6% | $12,562+28.0% |