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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 | $58,848-25.5% | $88,179-50.3% | $82,637-46.9% |
| Participation rate | 89.6% | 57.9%+31.7pp | 69.1%+20.4pp | 68.1%+21.5pp |
| Annual return | 21.41% | 22.76%-1.3pp | 64.97%-43.6pp | 53.51%-32.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,187 | $3,124+226.1% | $4,614+120.8% | $4,126+146.9% |
| Admin fee / account holder | $5,961 | $4,795+24.3% | $7,673-22.3% | $7,339-18.8% |