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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 | $58,057-9.8% | $97,032-46.0% | $86,983-39.8% |
| Participation rate | 97.5% | 60.4%+37.1pp | 71.6%+25.9pp | 69.5%+28.0pp |
| Annual return | 24.76% | 22.26%+2.5pp | 35.38%-10.6pp | 25.83%-1.1pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $16,286 | $3,244+402.1% | $4,672+248.6% | $4,194+288.3% |
| Admin fee / account holder | $7,770 | $4,839+60.6% | $9,418-17.5% | $7,856-1.1% |