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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 | $50,546 | $86,940-41.9% | $102,434-50.7% | $80,935-37.5% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.7%+26.4pp |
| Annual return | 11.39% | 18.89%-7.5pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,344 | $4,121+53.9% | $5,055+25.5% | $4,299+47.6% |
| Admin fee / account holder | $15,416 | $8,047+91.6% | $9,462+62.9% | $6,924+122.6% |