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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 | $32,125 | $57,590-44.2% | $86,233-62.7% | $82,448-61.0% |
| Participation rate | 98.4% | 57.9%+40.5pp | 69.0%+29.4pp | 68.1%+30.3pp |
| Annual return | 26.99% | 22.41%+4.6pp | 61.39%-34.4pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,967 | $3,080+256.1% | $4,559+140.5% | $4,139+164.9% |
| Admin fee / account holder | $7,180 | $4,730+51.8% | $8,342-13.9% | $7,234-0.8% |