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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 | $77,358-39.1% | $102,184-53.9% | $87,485-46.1% |
| Participation rate | 89.8% | 78.7%+11.1pp | 82.6%+7.2pp | 68.9%+20.9pp |
| Annual return | 26.14% | 41.11%-15.0pp | 31.58%-5.4pp | 26.06%+0.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,164 | $6,753+154.2% | $8,309+106.6% | $4,274+301.6% |
| Admin fee / account holder | $7,769 | $6,809+14.1% | $11,609-33.1% | $7,775-0.1% |