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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 | $60,442-33.9% | $96,754-58.7% | $87,485-54.4% |
| Participation rate | 95.2% | 58.7%+36.5pp | 70.3%+24.9pp | 68.9%+26.2pp |
| Annual return | 18.90% | 21.97%-3.1pp | 82.04%-63.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,863 | $3,280+231.2% | $4,758+128.3% | $4,274+154.2% |
| Admin fee / account holder | $7,475 | $5,069+47.5% | $8,905-16.1% | $7,775-3.9% |