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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 | $177,156-78.2% | $147,027-73.8% | $154,746-75.1% |
| Participation rate | 95.7% | 79.4%+16.3pp | 73.7%+21.9pp | 80.7%+15.0pp |
| Annual return | 20.36% | 21.94%-1.6pp | 20.23%+0.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,927 | $5,797+157.5% | $4,933+202.6% | $6,730+121.8% |
| Admin fee / account holder | $2,027 | $14,904-86.4% | $12,223-83.4% | $14,365-85.9% |