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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 | $40,426 | $92,219-56.2% | $76,767-47.3% | $135,380-70.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | 12.12% | 5.46%+6.7pp | 2.43%+9.7pp | 519.81%-507.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,175 | $4,508+14.8% | $3,852+34.4% | $5,609-7.7% |
| Admin fee / account holder | $8,541 | $10,749-20.5% | $6,675+28.0% | $10,828-21.1% |