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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 | $47,140 | $83,061-43.2% | $126,068-62.6% | $94,015-49.9% |
| Participation rate | 89.8% | 81.2%+8.6pp | 84.7%+5.1pp | 70.8%+19.0pp |
| Annual return | 26.14% | 20.41%+5.7pp | 15.01%+11.1pp | 17.84%+8.3pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $17,164 | $7,042+143.7% | $8,214+109.0% | $4,249+303.9% |
| Admin fee / account holder | $7,769 | $7,208+7.8% | $18,264-57.5% | $8,951-13.2% |