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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 | $54,232 | $57,061-5.0% | $85,063-36.2% | $80,911-33.0% |
| Participation rate | 86.7% | 56.3%+30.3pp | 67.5%+19.2pp | 67.6%+19.0pp |
| Annual return | 20.22% | 21.66%-1.4pp | 66.54%-46.3pp | 35.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,246 | $3,110+422.3% | $4,523+259.2% | $4,297+278.1% |
| Admin fee / account holder | $7,478 | $4,986+50.0% | $6,155+21.5% | $6,935+7.8% |