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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 | $75,720-49.2% | $90,312-57.4% | $86,983-55.8% |
| Participation rate | 95.0% | 66.3%+28.7pp | 72.9%+22.1pp | 69.5%+25.5pp |
| Annual return | 20.31% | 18.55%+1.8pp | 18.90%+1.4pp | 25.83%-5.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,128 | $3,001+337.5% | $3,749+250.2% | $4,194+213.0% |
| Admin fee / account holder | $3,594 | $6,201-42.0% | $8,248-56.4% | $7,856-54.2% |