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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 | $44,602 | $83,061-46.3% | $126,068-64.6% | $94,015-52.6% |
| Participation rate | 90.3% | 81.2%+9.1pp | 84.7%+5.6pp | 70.8%+19.5pp |
| Annual return | 25.50% | 20.41%+5.1pp | 15.01%+10.5pp | 17.84%+7.7pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,661 | $7,042+23.0% | $8,214+5.4% | $4,249+103.8% |
| Admin fee / account holder | $2,105 | $7,208-70.8% | $18,264-88.5% | $8,951-76.5% |