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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 | $57,761 | $86,940-33.6% | $102,434-43.6% | $80,935-28.6% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.7%+18.8pp |
| Annual return | 13.76% | 18.89%-5.1pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,491 | $4,121+203.1% | $5,055+147.1% | $4,299+190.5% |
| Admin fee / account holder | $11,354 | $8,047+41.1% | $9,462+20.0% | $6,924+64.0% |