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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 | $58,848-25.2% | $88,179-50.1% | $82,637-46.7% |
| Participation rate | 89.2% | 57.9%+31.3pp | 69.1%+20.0pp | 68.1%+21.1pp |
| Annual return | 19.16% | 22.76%-3.6pp | 64.97%-45.8pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,828 | $3,124+182.6% | $4,614+91.3% | $4,126+114.0% |
| Admin fee / account holder | $11,120 | $4,795+131.9% | $7,673+44.9% | $7,339+51.5% |