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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 | $73,107-34.5% | $114,563-58.2% | $87,485-45.3% |
| Participation rate | 96.0% | 65.8%+30.2pp | 72.9%+23.1pp | 68.9%+27.1pp |
| Annual return | 22.05% | 19.47%+2.6pp | 241.09%-219.0pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,319 | $3,144+323.7% | $4,142+221.6% | $4,274+211.7% |
| Admin fee / account holder | $4,021 | $5,770-30.3% | $7,623-47.3% | $7,775-48.3% |