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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 | $51,123 | $77,472-34.0% | $100,415-49.1% | $80,959-36.9% |
| Participation rate | 88.9% | 76.9%+11.9pp | 81.5%+7.4pp | 67.7%+21.2pp |
| Annual return | 16.19% | 37.26%-21.1pp | 49.47%-33.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,798 | $6,818+14.4% | $8,091-3.6% | $4,300+81.3% |
| Admin fee / account holder | $12,976 | $5,885+120.5% | $7,906+64.1% | $6,925+87.4% |