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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 | $45,294 | $100,194-54.8% | $122,979-63.2% | $86,983-47.9% |
| Participation rate | 82.8% | 73.0%+9.8pp | 77.2%+5.6pp | 69.5%+13.2pp |
| Annual return | 16.90% | 16.47%+0.4pp | 20.12%-3.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,254 | $4,133+220.7% | $5,003+164.9% | $4,194+216.0% |
| Admin fee / account holder | $10,245 | $10,148+1.0% | $12,864-20.4% | $7,856+30.4% |