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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 | $71,353-22.9% | $92,805-40.8% | $86,983-36.8% |
| Participation rate | 90.4% | 80.9%+9.5pp | 83.5%+6.9pp | 69.5%+20.9pp |
| Annual return | 53.56% | 44.68%+8.9pp | 31.59%+22.0pp | 25.83%+27.7pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,637 | $6,966+95.8% | $8,448+61.4% | $4,194+225.2% |
| Admin fee / account holder | $8,927 | $6,099+46.4% | $10,911-18.2% | $7,856+13.6% |