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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 | $77,358-29.7% | $102,184-46.8% | $87,485-37.9% |
| Participation rate | 95.2% | 78.7%+16.5pp | 82.6%+12.6pp | 68.9%+26.2pp |
| Annual return | 17.96% | 41.11%-23.1pp | 31.58%-13.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,640 | $6,753+87.2% | $8,309+52.1% | $4,274+195.8% |
| Admin fee / account holder | $6,480 | $6,809-4.8% | $11,609-44.2% | $7,775-16.7% |