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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 | $58,946 | $97,698-39.7% | $126,068-53.2% | $69,733-15.5% |
| Participation rate | 84.6% | 77.5%+7.1pp | 84.7%-0.1pp | 62.5%+22.2pp |
| Annual return | 23.31% | 22.88%+0.4pp | 15.01%+8.3pp | 15.22%+8.1pp |
| Employer contribution / active EE | $0 | $2,577-100.0% | $3,968-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $11,256 | $6,095+84.7% | $8,214+37.0% | $3,054+268.5% |
| Admin fee / account holder | $6,798 | $2,980+128.1% | $18,264-62.8% | $3,102+119.2% |