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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 | $52,390 | $60,442-13.3% | $96,754-45.9% | $87,485-40.1% |
| Participation rate | 97.5% | 58.7%+38.8pp | 70.3%+27.2pp | 68.9%+28.6pp |
| Annual return | 24.76% | 21.97%+2.8pp | 82.04%-57.3pp | 26.06%-1.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,286 | $3,280+396.5% | $4,758+242.3% | $4,274+281.1% |
| Admin fee / account holder | $7,770 | $5,069+53.3% | $8,905-12.7% | $7,775-0.1% |