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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 | $38,588 | $185,141-79.2% | $153,416-74.8% | $155,188-75.1% |
| Participation rate | 95.7% | 79.9%+15.7pp | 74.3%+21.3pp | 80.8%+14.8pp |
| Annual return | 20.36% | 18.72%+1.6pp | 17.84%+2.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,927 | $5,477+172.5% | $4,723+216.0% | $6,531+128.5% |
| Admin fee / account holder | $2,027 | $16,005-87.3% | $13,095-84.5% | $14,480-86.0% |