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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 | $47,021 | $106,864-56.0% | $147,318-68.1% | $82,637-43.1% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 18.57% | 27.49%-8.9pp | 70.43%-51.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $16,464 | $6,496+153.5% | $7,906+108.2% | $4,126+299.0% |
| Admin fee / account holder | $13,361 | $8,415+58.8% | $13,708-2.5% | $7,339+82.1% |