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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 | $42,071 | $87,166-51.7% | $76,735-45.2% | $137,256-69.3% |
| Participation rate | 93.3% | 74.4%+19.0pp | 69.5%+23.8pp | 80.0%+13.4pp |
| Annual return | 29.80% | 26.50%+3.3pp | 29.77%0pp | 220.34%-190.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,191 | $4,726+158.0% | $4,088+198.2% | $6,407+90.3% |
| Admin fee / account holder | $31,880 | $8,403+279.4% | $7,189+343.4% | $12,270+159.8% |