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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 | $42,625 | $199,109-78.6% | $173,730-75.5% | $154,746-72.5% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 19.16% | 20.02%-0.9pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,166 | $7,113+113.2% | $6,326+139.7% | $6,730+125.3% |
| Admin fee / account holder | $5,163 | $20,916-75.3% | $17,523-70.5% | $14,365-64.1% |