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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 | $42,158 | $80,992-47.9% | $96,534-56.3% | $75,173-43.9% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 28.75% | 27.05%+1.7pp | 25.88%+2.9pp | 160.72%-132.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,683 | $3,929+299.1% | $4,851+223.3% | $4,126+280.1% |
| Admin fee / account holder | $6,379 | $6,717-5.0% | $8,253-22.7% | $5,651+12.9% |