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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 | $53,844 | $115,225-53.3% | $100,712-46.5% | $138,895-61.2% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.3%+23.0pp | 79.9%+12.4pp |
| Annual return | 34.16% | 40.35%-6.2pp | 33.27%+0.9pp | 145.39%-111.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,064 | $4,699+135.5% | $4,085+170.8% | $6,396+73.0% |
| Admin fee / account holder | $5,799 | $10,844-46.5% | $9,256-37.4% | $12,562-53.8% |