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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 | $24,290 | $71,353-66.0% | $92,805-73.8% | $86,983-72.1% |
| Participation rate | 84.0% | 80.9%+3.1pp | 83.5%+0.5pp | 69.5%+14.5pp |
| Annual return | 55.83% | 44.68%+11.1pp | 31.59%+24.2pp | 25.83%+30.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,093 | $6,966+73.6% | $8,448+43.2% | $4,194+188.3% |
| Admin fee / account holder | $6,615 | $6,099+8.5% | $10,911-39.4% | $7,856-15.8% |