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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 | $35,713 | $94,031-62.0% | $115,768-69.2% | $82,448-56.7% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.4%+17.7pp | 68.1%+24.0pp |
| Annual return | 24.96% | 20.61%+4.4pp | 100.46%-75.5pp | 41.64%-16.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,123 | $3,972+306.0% | $4,917+227.9% | $4,139+289.5% |
| Admin fee / account holder | $2,134 | $10,249-79.2% | $12,439-82.8% | $7,234-70.5% |