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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 | $58,057-24.5% | $97,032-54.8% | $86,983-49.6% |
| Participation rate | 89.6% | 60.4%+29.2pp | 71.6%+18.0pp | 69.5%+20.0pp |
| Annual return | 21.41% | 22.26%-0.8pp | 35.38%-14.0pp | 25.83%-4.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,187 | $3,244+214.0% | $4,672+118.0% | $4,194+142.9% |
| Admin fee / account holder | $5,961 | $4,839+23.2% | $9,418-36.7% | $7,856-24.1% |