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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 | $61,879 | $88,583-30.1% | $88,497-30.1% | $273,972-77.4% |
| Participation rate | 72.7% | 83.5%-10.7pp | 82.4%-9.7pp | 83.0%-10.3pp |
| Annual return | 8.56% | 5.68%+2.9pp | 7.63%+0.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,786 | $4,891+38.7% | $4,899+38.5% | $5,287+28.3% |
| Admin fee / account holder | $10,350 | $8,980+15.3% | $6,220+66.4% | $10,133+2.1% |