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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 | $40,916 | $67,894-39.7% | $89,340-54.2% | $82,448-50.4% |
| Participation rate | 96.3% | 64.0%+32.2pp | 69.6%+26.7pp | 68.1%+28.2pp |
| Annual return | 19.26% | 19.21%+0.1pp | 20.57%-1.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,160 | $3,072+295.8% | $3,823+218.1% | $4,139+193.8% |
| Admin fee / account holder | $334 | $5,723-94.2% | $6,704-95.0% | $7,234-95.4% |