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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 | $35,671 | $106,864-66.6% | $147,318-75.8% | $82,637-56.8% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.1%+14.6pp | 68.1%+28.6pp |
| Annual return | 18.31% | 27.49%-9.2pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,015 | $6,496+69.6% | $7,906+39.3% | $4,126+167.0% |
| Admin fee / account holder | $7,375 | $8,415-12.4% | $13,708-46.2% | $7,339+0.5% |