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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 | $43,959 | $77,460-43.2% | $100,378-56.2% | $80,925-45.7% |
| Participation rate | 87.2% | 76.9%+10.3pp | 81.5%+5.7pp | 67.7%+19.6pp |
| Annual return | 61.82% | 37.24%+24.6pp | 49.41%+12.4pp | 35.65%+26.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,307 | $6,818+139.2% | $8,087+101.6% | $4,299+279.4% |
| Admin fee / account holder | $4,856 | $5,887-17.5% | $7,899-38.5% | $6,940-30.0% |