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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 | $58,057-35.1% | $97,032-61.2% | $86,983-56.7% |
| Participation rate | 87.2% | 60.4%+26.9pp | 71.6%+15.7pp | 69.5%+17.7pp |
| Annual return | 30.23% | 22.26%+8.0pp | 35.38%-5.1pp | 25.83%+4.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $15,760 | $3,244+385.8% | $4,672+237.3% | $4,194+275.8% |
| Admin fee / account holder | $9,733 | $4,839+101.1% | $9,418+3.3% | $7,856+23.9% |