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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 | $57,590+33.1% | $86,233-11.1% | $82,448-7.1% |
| Participation rate | 94.7% | 57.9%+36.9pp | 69.0%+25.7pp | 68.1%+26.7pp |
| Annual return | 17.21% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $24,993 | $3,080+711.5% | $4,559+448.2% | $4,139+503.8% |
| Admin fee / account holder | $16,061 | $4,730+239.5% | $8,342+92.5% | $7,234+122.0% |