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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 | $26,063 | $136,860-81.0% | $120,344-78.3% | $154,746-83.2% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 25.23% | 21.38%+3.9pp | 20.30%+4.9pp | 172.34%-147.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,686 | $5,793+222.5% | $5,135+263.9% | $6,730+177.6% |
| Admin fee / account holder | $5,523 | $15,393-64.1% | $12,742-56.7% | $14,365-61.6% |