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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 | $123,155-56.3% | $108,753-50.5% | $155,188-65.3% |
| Participation rate | 92.3% | 75.6%+16.7pp | 71.1%+21.2pp | 80.8%+11.5pp |
| Annual return | 34.16% | 44.73%-10.6pp | 37.47%-3.3pp | 148.84%-114.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,064 | $4,623+139.3% | $4,115+168.9% | $6,531+69.4% |
| Admin fee / account holder | $5,799 | $12,126-52.2% | $10,320-43.8% | $14,480-60.0% |