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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 | $35,486 | $94,436-62.4% | $115,599-69.3% | $82,637-57.1% |
| Participation rate | 86.0% | 70.4%+15.6pp | 74.3%+11.7pp | 68.1%+17.9pp |
| Annual return | 18.31% | 18.37%-0.1pp | 111.10%-92.8pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,310 | $3,955+135.4% | $4,889+90.4% | $4,126+125.6% |
| Admin fee / account holder | $2,786 | $10,328-73.0% | $12,841-78.3% | $7,339-62.0% |