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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 | $43,248 | $77,358-44.1% | $102,184-57.7% | $87,485-50.6% |
| Participation rate | 96.7% | 78.7%+18.0pp | 82.6%+14.1pp | 68.9%+27.7pp |
| Annual return | 42.71% | 41.11%+1.6pp | 31.58%+11.1pp | 26.06%+16.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,648 | $6,753+72.5% | $8,309+40.2% | $4,274+172.6% |
| Admin fee / account holder | $4,115 | $6,809-39.6% | $11,609-64.6% | $7,775-47.1% |