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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 | $31,975 | $77,358-58.7% | $102,184-68.7% | $87,485-63.5% |
| Participation rate | 90.2% | 78.7%+11.6pp | 82.6%+7.6pp | 68.9%+21.3pp |
| Annual return | 50.01% | 41.11%+8.9pp | 31.58%+18.4pp | 26.06%+24.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,451 | $6,753+84.4% | $8,309+49.8% | $4,274+191.3% |
| Admin fee / account holder | $1,527 | $6,809-77.6% | $11,609-86.8% | $7,775-80.4% |