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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 | $76,633 | $58,057+32.0% | $97,032-21.0% | $86,983-11.9% |
| Participation rate | 94.7% | 60.4%+34.4pp | 71.6%+23.2pp | 69.5%+25.2pp |
| Annual return | 17.21% | 22.26%-5.0pp | 35.38%-18.2pp | 25.83%-8.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $24,993 | $3,244+670.5% | $4,672+434.9% | $4,194+495.9% |
| Admin fee / account holder | $16,061 | $4,839+231.9% | $9,418+70.5% | $7,856+104.4% |