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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 | $37,373 | $81,457-54.1% | $103,378-63.8% | $80,911-53.8% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.6%+27.2pp |
| Annual return | 15.42% | 25.58%-10.2pp | 24.91%-9.5pp | 35.63%-20.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,163 | $3,871+33.4% | $5,058+2.1% | $4,297+20.2% |
| Admin fee / account holder | $1,240 | $6,717-81.5% | $8,401-85.2% | $6,935-82.1% |