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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 | $45,444 | $142,972-68.2% | $214,702-78.8% | $86,983-47.8% |
| Participation rate | 87.7% | 84.9%+2.8pp | 87.5%+0.2pp | 69.5%+18.1pp |
| Annual return | 27.94% | 18.49%+9.5pp | 54.55%-26.6pp | 25.83%+2.1pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,306 | $6,568+56.9% | $9,147+12.7% | $4,194+145.8% |
| Admin fee / account holder | $9,007 | $17,617-48.9% | $19,830-54.6% | $7,856+14.6% |