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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 | $57,010 | $78,690-27.6% | $161,489-64.7% | $87,485-34.8% |
| Participation rate | 93.5% | 67.5%+26.1pp | 78.7%+14.9pp | 68.9%+24.6pp |
| Annual return | 16.08% | 32.74%-16.7pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,196 | $3,311+26.7% | $5,630-25.5% | $4,274-1.8% |
| Admin fee / account holder | $330 | $6,724-95.1% | $16,006-97.9% | $7,775-95.8% |