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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 | $56,181 | $142,972-60.7% | $214,702-73.8% | $86,983-35.4% |
| Participation rate | 90.3% | 84.9%+5.5pp | 87.5%+2.9pp | 69.5%+20.8pp |
| Annual return | 19.37% | 18.49%+0.9pp | 54.55%-35.2pp | 25.83%-6.5pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,140 | $6,568+39.2% | $9,147-0.1% | $4,194+117.9% |
| Admin fee / account holder | $1,558 | $17,617-91.2% | $19,830-92.1% | $7,856-80.2% |