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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 | $44,328 | $71,353-37.9% | $92,805-52.2% | $86,983-49.0% |
| Participation rate | 93.3% | 80.9%+12.5pp | 83.5%+9.8pp | 69.5%+23.8pp |
| Annual return | 23.72% | 44.68%-21.0pp | 31.59%-7.9pp | 25.83%-2.1pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,856 | $6,966+84.6% | $8,448+52.2% | $4,194+206.6% |
| Admin fee / account holder | $562 | $6,099-90.8% | $10,911-94.8% | $7,856-92.8% |