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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 | $45,016 | $64,920-30.7% | $103,693-56.6% | $86,983-48.2% |
| Participation rate | 94.2% | 63.6%+30.6pp | 72.6%+21.6pp | 69.5%+24.7pp |
| Annual return | 17.04% | 30.29%-13.3pp | 47.61%-30.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,502 | $3,241+100.6% | $4,579+42.0% | $4,194+55.0% |
| Admin fee / account holder | $1,567 | $6,191-74.7% | $7,858-80.1% | $7,856-80.0% |