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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 | $54,646 | $104,650-47.8% | $83,854-34.8% | $155,188-64.8% |
| Participation rate | 93.3% | 65.1%+28.3pp | 59.1%+34.2pp | 80.8%+12.5pp |
| Annual return | 15.46% | 28.97%-13.5pp | 31.39%-15.9pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,516 | $2,367+386.5% | $2,035+465.8% | $6,531+76.3% |
| Admin fee / account holder | $13,715 | $3,518+289.8% | $3,197+329.0% | $14,480-5.3% |