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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 | $60,470 | $78,520-23.0% | $96,576-37.4% | $82,448-26.7% |
| Participation rate | 94.6% | 77.7%+16.9pp | 81.4%+13.2pp | 68.1%+26.5pp |
| Annual return | 63.28% | 41.30%+22.0pp | 38.47%+24.8pp | 41.64%+21.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,137 | $6,754+124.1% | $7,956+90.2% | $4,139+265.7% |
| Admin fee / account holder | $2,366 | $13,455-82.4% | $11,381-79.2% | $7,234-67.3% |