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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 | $48,321 | $94,436-48.8% | $115,599-58.2% | $82,637-41.5% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.3%+23.1pp | 68.1%+29.3pp |
| Annual return | 22.81% | 18.37%+4.4pp | 111.10%-88.3pp | 53.51%-30.7pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,954 | $3,955+177.0% | $4,889+124.0% | $4,126+165.5% |
| Admin fee / account holder | $3,583 | $10,328-65.3% | $12,841-72.1% | $7,339-51.2% |