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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 | $37,692 | $57,590-34.6% | $86,233-56.3% | $82,448-54.3% |
| Participation rate | 87.2% | 57.9%+29.4pp | 69.0%+18.2pp | 68.1%+19.2pp |
| Annual return | 30.23% | 22.41%+7.8pp | 61.39%-31.2pp | 41.64%-11.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,760 | $3,080+411.7% | $4,559+245.7% | $4,139+280.8% |
| Admin fee / account holder | $9,733 | $4,730+105.8% | $8,342+16.7% | $7,234+34.5% |