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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 | $43,191 | $153,774-71.9% | $133,979-67.8% | $273,970-84.2% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 13.56% | 36.51%-23.0pp | 29.30%-15.7pp | 41.46%-27.9pp |
| Employer contribution / active EE | $417 | $6,029-93.1% | $5,211-92.0% | $4,869-91.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,358 | $11,765+30.5% | $9,324+64.7% | $10,132+51.6% |