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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 | $41,689 | $78,520-46.9% | $96,576-56.8% | $82,448-49.4% |
| Participation rate | 84.6% | 77.7%+6.9pp | 81.4%+3.2pp | 68.1%+16.5pp |
| Annual return | 43.77% | 41.30%+2.5pp | 38.47%+5.3pp | 41.64%+2.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,544 | $6,754+85.7% | $7,956+57.7% | $4,139+203.0% |
| Admin fee / account holder | $6,125 | $13,455-54.5% | $11,381-46.2% | $7,234-15.3% |