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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 | $43,849 | $57,590-23.9% | $86,233-49.2% | $82,448-46.8% |
| Participation rate | 89.6% | 57.9%+31.7pp | 69.0%+20.6pp | 68.1%+21.5pp |
| Annual return | 21.41% | 22.41%-1.0pp | 61.39%-40.0pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,187 | $3,080+230.8% | $4,559+123.4% | $4,139+146.1% |
| Admin fee / account holder | $5,961 | $4,730+26.0% | $8,342-28.5% | $7,234-17.6% |