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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 | $78,520-40.0% | $96,576-51.2% | $82,448-42.8% |
| Participation rate | 89.8% | 77.7%+12.1pp | 81.4%+8.4pp | 68.1%+21.7pp |
| Annual return | 26.14% | 41.30%-15.2pp | 38.47%-12.3pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,164 | $6,754+154.1% | $7,956+115.7% | $4,139+314.7% |
| Admin fee / account holder | $7,769 | $13,455-42.3% | $11,381-31.7% | $7,234+7.4% |