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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 | $35,729 | $80,855-55.8% | $153,416-76.7% | $86,983-58.9% |
| Participation rate | 97.3% | 64.1%+33.2pp | 74.3%+23.0pp | 69.5%+27.8pp |
| Annual return | 19.70% | 16.18%+3.5pp | 17.84%+1.9pp | 25.83%-6.1pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,679 | $3,333+190.4% | $4,723+104.9% | $4,194+130.8% |
| Admin fee / account holder | $1,429 | $6,908-79.3% | $13,095-89.1% | $7,856-81.8% |