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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 | $58,848+30.2% | $88,179-13.1% | $82,637-7.3% |
| Participation rate | 94.7% | 57.9%+36.8pp | 69.1%+25.6pp | 68.1%+26.7pp |
| Annual return | 17.21% | 22.76%-5.5pp | 64.97%-47.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $24,993 | $3,124+700.1% | $4,614+441.7% | $4,126+505.7% |
| Admin fee / account holder | $16,061 | $4,795+234.9% | $7,673+109.3% | $7,339+118.9% |