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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 | $40,931 | $80,985-49.5% | $96,576-57.6% | $75,181-45.6% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 32.55% | 27.05%+5.5pp | 25.87%+6.7pp | 160.69%-128.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,168 | $3,929+184.3% | $4,851+130.2% | $4,126+170.7% |
| Admin fee / account holder | $2,104 | $6,719-68.7% | $8,253-74.5% | $5,650-62.8% |