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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 | $54,347 | $78,520-30.8% | $96,576-43.7% | $82,448-34.1% |
| Participation rate | 95.2% | 77.7%+17.4pp | 81.4%+13.7pp | 68.1%+27.1pp |
| Annual return | 17.96% | 41.30%-23.3pp | 38.47%-20.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,640 | $6,754+87.1% | $7,956+58.9% | $4,139+205.4% |
| Admin fee / account holder | $6,480 | $13,455-51.8% | $11,381-43.1% | $7,234-10.4% |