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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 | $36,469 | $94,436-61.4% | $115,599-68.5% | $82,637-55.9% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.3%+18.0pp | 68.1%+24.3pp |
| Annual return | 31.40% | 18.37%+13.0pp | 111.10%-79.7pp | 53.51%-22.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,339 | $3,955+212.0% | $4,889+152.4% | $4,126+199.0% |
| Admin fee / account holder | $1,812 | $10,328-82.5% | $12,841-85.9% | $7,339-75.3% |