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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 | $38,434 | $69,273-44.5% | $90,796-57.7% | $82,637-53.5% |
| Participation rate | 95.0% | 64.0%+31.0pp | 69.5%+25.5pp | 68.1%+26.9pp |
| Annual return | 20.31% | 18.37%+1.9pp | 19.29%+1.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,128 | $3,047+330.8% | $3,822+243.5% | $4,126+218.2% |
| Admin fee / account holder | $3,594 | $5,511-34.8% | $7,024-48.8% | $7,339-51.0% |