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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 | $58,926 | $91,559-35.6% | $133,959-56.0% | $79,858-26.2% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 10.47% | 61.85%-51.4pp | 45.09%-34.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,089 | $3,734+36.3% | $5,047+0.8% | $3,740+36.1% |
| Admin fee / account holder | $4,570 | $6,321-27.7% | $8,928-48.8% | $5,306-13.9% |