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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 | $161,352-76.1% | $134,172-71.2% | $137,256-71.9% |
| Participation rate | 95.7% | 78.3%+17.4pp | 72.5%+23.2pp | 80.0%+15.7pp |
| Annual return | 20.36% | 28.72%-8.4pp | 25.30%-4.9pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,927 | $5,552+168.8% | $4,690+218.2% | $6,407+133.0% |
| Admin fee / account holder | $2,027 | $15,028-86.5% | $12,016-83.1% | $12,270-83.5% |