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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 | $40,258 | $77,460-48.0% | $100,378-59.9% | $80,925-50.3% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.7%+10.1pp |
| Annual return | 16.25% | 37.24%-21.0pp | 49.41%-33.2pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,241 | $6,818+64.9% | $8,087+39.0% | $4,299+161.5% |
| Admin fee / account holder | $506 | $5,887-91.4% | $7,899-93.6% | $6,940-92.7% |