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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 | $49,732 | $143,969-65.5% | $199,883-75.1% | $82,637-39.8% |
| Participation rate | 89.5% | 84.1%+5.3pp | 86.8%+2.7pp | 68.1%+21.4pp |
| Annual return | 36.41% | 25.67%+10.7pp | 43.81%-7.4pp | 53.51%-17.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $17,028 | $6,937+145.5% | $9,138+86.3% | $4,126+312.7% |
| Admin fee / account holder | $15,027 | $14,597+2.9% | $17,268-13.0% | $7,339+104.8% |