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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 | $78,197-30.5% | $98,090-44.6% | $82,637-34.2% |
| Participation rate | 95.2% | 77.5%+17.7pp | 81.5%+13.6pp | 68.1%+27.1pp |
| Annual return | 17.96% | 40.25%-22.3pp | 37.05%-19.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,640 | $6,636+90.5% | $7,845+61.1% | $4,126+206.3% |
| Admin fee / account holder | $6,480 | $14,832-56.3% | $11,815-45.2% | $7,339-11.7% |