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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 | $55,008 | $56,287-2.3% | $80,977-32.1% | $62,881-12.5% |
| Participation rate | 72.7% | 68.9%+3.8pp | 75.8%-3.1pp | 69.3%+3.4pp |
| Annual return | 7.41% | 22.13%-14.7pp | 17.11%-9.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,291 | $4,196+193.0% | $5,696+115.8% | $3,203+283.7% |
| Admin fee / account holder | $12,104 | $3,742+223.5% | $5,517+119.4% | $4,296+181.8% |