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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 | $58,848-35.9% | $88,179-57.3% | $82,637-54.4% |
| Participation rate | 87.2% | 57.9%+29.3pp | 69.1%+18.1pp | 68.1%+19.2pp |
| Annual return | 30.23% | 22.76%+7.5pp | 64.97%-34.7pp | 53.51%-23.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $15,760 | $3,124+404.5% | $4,614+241.6% | $4,126+282.0% |
| Admin fee / account holder | $9,733 | $4,795+103.0% | $7,673+26.8% | $7,339+32.6% |