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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 | $39,027 | $111,814-65.1% | $103,378-62.2% | $145,978-73.3% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 13.98% | 24.80%-10.8pp | 24.91%-10.9pp | 550.52%-536.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,878 | $5,618+4.6% | $5,058+16.2% | $6,690-12.1% |
| Admin fee / account holder | $322 | $9,764-96.7% | $8,401-96.2% | $13,400-97.6% |