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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 | $37,898 | $57,590-34.2% | $86,233-56.1% | $82,448-54.0% |
| Participation rate | 93.0% | 57.9%+35.2pp | 69.0%+24.0pp | 68.1%+25.0pp |
| Annual return | 24.51% | 22.41%+2.1pp | 61.39%-36.9pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,415 | $3,080+173.2% | $4,559+84.6% | $4,139+103.3% |
| Admin fee / account holder | $2,114 | $4,730-55.3% | $8,342-74.7% | $7,234-70.8% |