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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 | $49,254 | $78,520-37.3% | $96,576-49.0% | $82,448-40.3% |
| Participation rate | 90.0% | 77.7%+12.3pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 18.04% | 41.30%-23.3pp | 38.47%-20.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,623 | $6,754+72.1% | $7,956+46.1% | $4,139+180.8% |
| Admin fee / account holder | $2,960 | $13,455-78.0% | $11,381-74.0% | $7,234-59.1% |