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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 | $78,197-39.7% | $98,090-51.9% | $82,637-43.0% |
| Participation rate | 89.8% | 77.5%+12.3pp | 81.5%+8.2pp | 68.1%+21.7pp |
| Annual return | 26.14% | 40.25%-14.1pp | 37.05%-10.9pp | 53.51%-27.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $17,164 | $6,636+158.7% | $7,845+118.8% | $4,126+316.0% |
| Admin fee / account holder | $7,769 | $14,832-47.6% | $11,815-34.2% | $7,339+5.9% |