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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 | $43,336 | $69,590-37.7% | $136,867-68.3% | $94,015-53.9% |
| Participation rate | 87.0% | 66.3%+20.6pp | 74.5%+12.4pp | 70.8%+16.1pp |
| Annual return | 24.86% | 19.62%+5.2pp | 42.97%-18.1pp | 17.84%+7.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,574 | $3,437+236.8% | $4,924+135.1% | $4,249+172.4% |
| Admin fee / account holder | $1,510 | $8,912-83.1% | $10,340-85.4% | $8,951-83.1% |