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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 | $42,135 | $69,590-39.5% | $136,867-69.2% | $94,015-55.2% |
| Participation rate | 90.7% | 66.3%+24.4pp | 74.5%+16.2pp | 70.8%+19.9pp |
| Annual return | 21.60% | 19.62%+2.0pp | 42.97%-21.4pp | 17.84%+3.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $15,429 | $3,437+348.9% | $4,924+213.4% | $4,249+263.1% |
| Admin fee / account holder | $7,133 | $8,912-20.0% | $10,340-31.0% | $8,951-20.3% |