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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 | $86,050-44.6% | $189,758-74.9% | $94,015-49.3% |
| Participation rate | 96.5% | 68.9%+27.6pp | 79.8%+16.7pp | 70.8%+25.7pp |
| Annual return | 26.48% | 17.77%+8.7pp | 52.62%-26.1pp | 17.84%+8.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $15,448 | $3,349+361.3% | $5,856+163.8% | $4,249+263.5% |
| Admin fee / account holder | $4,090 | $6,627-38.3% | $20,388-79.9% | $8,951-54.3% |