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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 | $38,319 | $79,894-52.0% | $135,792-71.8% | $82,637-53.6% |
| Participation rate | 93.5% | 63.0%+30.5pp | 72.6%+21.0pp | 68.1%+25.5pp |
| Annual return | 13.78% | 17.20%-3.4pp | 25.96%-12.2pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,413 | $3,194+226.0% | $4,759+118.8% | $4,126+152.4% |
| Admin fee / account holder | $6,948 | $6,434+8.0% | $12,266-43.4% | $7,339-5.3% |