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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 | $47,255 | $78,520-39.8% | $96,576-51.1% | $82,448-42.7% |
| Participation rate | 90.6% | 77.7%+12.9pp | 81.4%+9.2pp | 68.1%+22.6pp |
| Annual return | 22.61% | 41.30%-18.7pp | 38.47%-15.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,711 | $6,754+58.6% | $7,956+34.6% | $4,139+158.8% |
| Admin fee / account holder | $1,352 | $13,455-90.0% | $11,381-88.1% | $7,234-81.3% |