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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 | $77,358-36.3% | $102,184-51.8% | $87,485-43.7% |
| Participation rate | 90.0% | 78.7%+11.3pp | 82.6%+7.4pp | 68.9%+21.1pp |
| Annual return | 18.04% | 41.11%-23.1pp | 31.58%-13.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,623 | $6,753+72.1% | $8,309+39.9% | $4,274+172.0% |
| Admin fee / account holder | $2,960 | $6,809-56.5% | $11,609-74.5% | $7,775-61.9% |