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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 | $48,817 | $77,638-37.1% | $156,551-68.8% | $62,881-22.4% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 21.53% | 50.33%-28.8pp | 32.23%-10.7pp | 20.14%+1.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,460 | $3,046+46.4% | $4,871-8.4% | $3,203+39.2% |
| Admin fee / account holder | $9,356 | $5,561+68.2% | $13,028-28.2% | $4,296+117.8% |