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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 | $44,005 | $60,442-27.2% | $96,754-54.5% | $87,485-49.7% |
| Participation rate | 89.2% | 58.7%+30.5pp | 70.3%+18.9pp | 68.9%+20.3pp |
| Annual return | 19.16% | 21.97%-2.8pp | 82.04%-62.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,828 | $3,280+169.2% | $4,758+85.5% | $4,274+106.6% |
| Admin fee / account holder | $11,120 | $5,069+119.4% | $8,905+24.9% | $7,775+43.0% |