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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 | $57,590-30.7% | $86,233-53.7% | $82,448-51.6% |
| Participation rate | 95.2% | 57.9%+37.3pp | 69.0%+26.1pp | 68.1%+27.1pp |
| Annual return | 18.90% | 22.41%-3.5pp | 61.39%-42.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,863 | $3,080+252.7% | $4,559+138.3% | $4,139+162.4% |
| Admin fee / account holder | $7,475 | $4,730+58.0% | $8,342-10.4% | $7,234+3.3% |