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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 | $45,399 | $78,520-42.2% | $96,576-53.0% | $82,448-44.9% |
| Participation rate | 93.8% | 77.7%+16.0pp | 81.4%+12.3pp | 68.1%+25.7pp |
| Annual return | 26.64% | 41.30%-14.7pp | 38.47%-11.8pp | 41.64%-15.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,271 | $6,754+111.3% | $7,956+79.4% | $4,139+244.8% |
| Admin fee / account holder | $3,306 | $13,455-75.4% | $11,381-70.9% | $7,234-54.3% |