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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 | $62,035 | $58,848+5.4% | $88,179-29.6% | $82,637-24.9% |
| Participation rate | 83.1% | 57.9%+25.2pp | 69.1%+14.0pp | 68.1%+15.1pp |
| Annual return | 38.34% | 22.76%+15.6pp | 64.97%-26.6pp | 53.51%-15.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,128 | $3,124+256.2% | $4,614+141.2% | $4,126+169.7% |
| Admin fee / account holder | $3,987 | $4,795-16.9% | $7,673-48.0% | $7,339-45.7% |