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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 | $64,655 | $77,472-16.5% | $100,415-35.6% | $80,959-20.1% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.0pp | 67.7%+25.9pp |
| Annual return | 16.06% | 37.26%-21.2pp | 49.47%-33.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20,691 | $6,818+203.5% | $8,091+155.7% | $4,300+381.2% |
| Admin fee / account holder | $17,171 | $5,885+191.8% | $7,906+117.2% | $6,925+147.9% |