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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 | $54,978 | $78,520-30.0% | $96,576-43.1% | $82,448-33.3% |
| Participation rate | 90.4% | 77.7%+12.7pp | 81.4%+9.0pp | 68.1%+22.4pp |
| Annual return | 53.56% | 41.30%+12.3pp | 38.47%+15.1pp | 41.64%+11.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,637 | $6,754+101.9% | $7,956+71.4% | $4,139+229.4% |
| Admin fee / account holder | $8,927 | $13,455-33.6% | $11,381-21.6% | $7,234+23.4% |