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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 | $47,639 | $76,407-37.7% | $150,298-68.3% | $82,448-42.2% |
| Participation rate | 96.5% | 66.4%+30.1pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 26.48% | 39.99%-13.5pp | 62.79%-36.3pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,448 | $3,214+380.6% | $5,453+183.3% | $4,139+273.2% |
| Admin fee / account holder | $4,090 | $6,352-35.6% | $14,116-71.0% | $7,234-43.5% |