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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 | $58,848-45.4% | $88,179-63.6% | $82,637-61.1% |
| Participation rate | 98.4% | 57.9%+40.5pp | 69.1%+29.2pp | 68.1%+30.3pp |
| Annual return | 26.99% | 22.76%+4.2pp | 64.97%-38.0pp | 53.51%-26.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,967 | $3,124+251.1% | $4,614+137.7% | $4,126+165.8% |
| Admin fee / account holder | $7,180 | $4,795+49.7% | $7,673-6.4% | $7,339-2.2% |