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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 | $64,857 | $136,860-52.6% | $120,344-46.1% | $154,746-58.1% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 17.47% | 21.38%-3.9pp | 20.30%-2.8pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,661 | $5,793-54.1% | $5,135-48.2% | $6,730-60.5% |
| Admin fee / account holder | $616 | $15,393-96.0% | $12,742-95.2% | $14,365-95.7% |