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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 | $39,933 | $58,057-31.2% | $97,032-58.8% | $86,983-54.1% |
| Participation rate | 95.2% | 60.4%+34.8pp | 71.6%+23.6pp | 69.5%+25.6pp |
| Annual return | 18.90% | 22.26%-3.4pp | 35.38%-16.5pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,863 | $3,244+234.9% | $4,672+132.5% | $4,194+159.0% |
| Admin fee / account holder | $7,475 | $4,839+54.5% | $9,418-20.6% | $7,856-4.9% |