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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 | $78,197-41.9% | $98,090-53.7% | $82,637-45.1% |
| Participation rate | 93.8% | 77.5%+16.3pp | 81.5%+12.2pp | 68.1%+25.7pp |
| Annual return | 26.64% | 40.25%-13.6pp | 37.05%-10.4pp | 53.51%-26.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $14,271 | $6,636+115.1% | $7,845+81.9% | $4,126+245.9% |
| Admin fee / account holder | $3,306 | $14,832-77.7% | $11,815-72.0% | $7,339-54.9% |