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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 | $49,809 | $99,875-50.1% | $146,866-66.1% | $86,983-42.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.5%+23.4pp |
| Annual return | 23.30% | 28.10%-4.8pp | 102.85%-79.6pp | 25.83%-2.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,604 | $6,322+83.5% | $7,759+49.6% | $4,194+176.7% |
| Admin fee / account holder | $7,128 | $7,838-9.1% | $13,620-47.7% | $7,856-9.3% |