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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 | $78,197-43.3% | $98,090-54.8% | $82,637-46.4% |
| Participation rate | 93.3% | 77.5%+15.9pp | 81.5%+11.8pp | 68.1%+25.3pp |
| Annual return | 23.72% | 40.25%-16.5pp | 37.05%-13.3pp | 53.51%-29.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,856 | $6,636+93.7% | $7,845+63.9% | $4,126+211.6% |
| Admin fee / account holder | $562 | $14,832-96.2% | $11,815-95.2% | $7,339-92.3% |