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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 | $47,645 | $106,864-55.4% | $147,318-67.7% | $82,637-42.3% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 32.03% | 27.49%+4.5pp | 70.43%-38.4pp | 53.51%-21.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,435 | $6,496+91.4% | $7,906+57.3% | $4,126+201.4% |
| Admin fee / account holder | $418 | $8,415-95.0% | $13,708-96.9% | $7,339-94.3% |