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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 | $73,647 | $143,969-48.8% | $199,883-63.2% | $82,637-10.9% |
| Participation rate | 94.7% | 84.1%+10.6pp | 86.8%+8.0pp | 68.1%+26.7pp |
| Annual return | 26.89% | 25.67%+1.2pp | 43.81%-16.9pp | 53.51%-26.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $15,328 | $6,937+121.0% | $9,138+67.7% | $4,126+271.5% |
| Admin fee / account holder | $4,486 | $14,597-69.3% | $17,268-74.0% | $7,339-38.9% |