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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 | $37,987 | $64,920-41.5% | $103,693-63.4% | $86,983-56.3% |
| Participation rate | 96.0% | 63.6%+32.4pp | 72.6%+23.4pp | 69.5%+26.5pp |
| Annual return | 17.30% | 30.29%-13.0pp | 47.61%-30.3pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,913 | $3,241+175.0% | $4,579+94.6% | $4,194+112.5% |
| Admin fee / account holder | $20,451 | $6,191+230.3% | $7,858+160.3% | $7,856+160.3% |