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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 | $47,974 | $77,460-38.1% | $100,378-52.2% | $80,925-40.7% |
| Participation rate | 92.6% | 76.9%+15.6pp | 81.5%+11.1pp | 67.7%+24.9pp |
| Annual return | 17.49% | 37.24%-19.8pp | 49.41%-31.9pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,121 | $6,818+92.4% | $8,087+62.3% | $4,299+205.2% |
| Admin fee / account holder | $4,144 | $5,887-29.6% | $7,899-47.5% | $6,940-40.3% |