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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 | $44,272 | $77,460-42.8% | $100,378-55.9% | $80,925-45.3% |
| Participation rate | 88.9% | 76.9%+11.9pp | 81.5%+7.4pp | 67.7%+21.2pp |
| Annual return | 13.12% | 37.24%-24.1pp | 49.41%-36.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,436 | $6,818+67.7% | $8,087+41.4% | $4,299+166.0% |
| Admin fee / account holder | $3,046 | $5,887-48.3% | $7,899-61.4% | $6,940-56.1% |