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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 | $47,878 | $87,225-45.1% | $158,226-69.7% | $94,015-49.1% |
| Participation rate | 96.0% | 67.9%+28.1pp | 74.8%+21.2pp | 70.8%+25.2pp |
| Annual return | 22.05% | 16.34%+5.7pp | 501.41%-479.4pp | 17.84%+4.2pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $13,319 | $3,405+291.1% | $4,317+208.5% | $4,249+213.4% |
| Admin fee / account holder | $4,021 | $7,888-49.0% | $10,217-60.6% | $8,951-55.1% |