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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 | $38,240 | $65,364-41.5% | $92,909-58.8% | $72,975-47.6% |
| Participation rate | 88.0% | 68.3%+19.7pp | 76.0%+12.0pp | 69.5%+18.5pp |
| Annual return | 17.82% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,716 | $3,128+82.7% | $4,238+34.9% | $3,608+58.4% |
| Admin fee / account holder | $2,755 | $4,251-35.2% | $5,795-52.5% | $5,124-46.2% |