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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 | $34,004 | $58,848-42.2% | $88,179-61.4% | $82,637-58.9% |
| Participation rate | 96.6% | 57.9%+38.7pp | 69.1%+27.4pp | 68.1%+28.5pp |
| Annual return | 22.25% | 22.76%-0.5pp | 64.97%-42.7pp | 53.51%-31.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,963 | $3,124+315.0% | $4,614+181.0% | $4,126+214.2% |
| Admin fee / account holder | $1,695 | $4,795-64.6% | $7,673-77.9% | $7,339-76.9% |