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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 | $63,936 | $90,400-29.3% | $186,193-65.7% | $87,485-26.9% |
| Participation rate | 88.5% | 66.2%+22.3pp | 77.1%+11.4pp | 68.9%+19.5pp |
| Annual return | 17.60% | 22.15%-4.5pp | 78.03%-60.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,832 | $4,330+219.5% | $6,513+112.4% | $4,274+223.7% |
| Admin fee / account holder | $10,687 | $8,673+23.2% | $11,058-3.4% | $7,775+37.5% |