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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 | $38,493 | $78,520-51.0% | $96,576-60.1% | $82,448-53.3% |
| Participation rate | 86.4% | 77.7%+8.7pp | 81.4%+5.0pp | 68.1%+18.4pp |
| Annual return | 17.73% | 41.30%-23.6pp | 38.47%-20.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,962 | $6,754+32.7% | $7,956+12.6% | $4,139+116.5% |
| Admin fee / account holder | $4,073 | $13,455-69.7% | $11,381-64.2% | $7,234-43.7% |