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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 | $36,224 | $78,197-53.7% | $98,090-63.1% | $82,637-56.2% |
| Participation rate | 90.0% | 77.5%+12.5pp | 81.5%+8.5pp | 68.1%+21.9pp |
| Annual return | 20.56% | 40.25%-19.7pp | 37.05%-16.5pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,355 | $6,636+56.0% | $7,845+32.0% | $4,126+151.0% |
| Admin fee / account holder | $2,778 | $14,832-81.3% | $11,815-76.5% | $7,339-62.1% |