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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 | $43,112 | $100,194-57.0% | $122,979-64.9% | $86,983-50.4% |
| Participation rate | 92.3% | 73.0%+19.3pp | 77.2%+15.1pp | 69.5%+22.8pp |
| Annual return | 22.98% | 16.47%+6.5pp | 20.12%+2.9pp | 25.83%-2.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $15,252 | $4,133+269.0% | $5,003+204.9% | $4,194+263.7% |
| Admin fee / account holder | $602 | $10,148-94.1% | $12,864-95.3% | $7,856-92.3% |