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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 | $95,404-54.8% | $113,397-62.0% | $82,637-47.8% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.5%+15.8pp | 68.1%+24.3pp |
| Annual return | 22.98% | 19.08%+3.9pp | 23.20%-0.2pp | 53.51%-30.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $15,252 | $4,220+261.5% | $5,076+200.5% | $4,126+269.6% |
| Admin fee / account holder | $602 | $9,168-93.4% | $11,957-95.0% | $7,339-91.8% |