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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 | $21,223 | $78,520-73.0% | $96,576-78.0% | $82,448-74.3% |
| Participation rate | 81.0% | 77.7%+3.2pp | 81.4%-0.5pp | 68.1%+12.9pp |
| Annual return | 51.07% | 41.30%+9.8pp | 38.47%+12.6pp | 41.64%+9.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,937 | $6,754+47.1% | $7,956+24.9% | $4,139+140.1% |
| Admin fee / account holder | $1,395 | $13,455-89.6% | $11,381-87.7% | $7,234-80.7% |