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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 | $77,358-38.9% | $102,184-53.8% | $87,485-46.0% |
| Participation rate | 90.6% | 78.7%+11.9pp | 82.6%+8.0pp | 68.9%+21.7pp |
| Annual return | 22.61% | 41.11%-18.5pp | 31.58%-9.0pp | 26.06%-3.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,711 | $6,753+58.6% | $8,309+28.9% | $4,274+150.6% |
| Admin fee / account holder | $1,352 | $6,809-80.1% | $11,609-88.4% | $7,775-82.6% |