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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 | $44,612 | $95,453-53.3% | $112,040-60.2% | $82,448-45.9% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.5%0pp | 68.1%+8.4pp |
| Annual return | 19.98% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,087 | $4,224+162.5% | $5,098+117.5% | $4,139+167.8% |
| Admin fee / account holder | $2,855 | $9,013-68.3% | $12,098-76.4% | $7,234-60.5% |