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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 | $41,072 | $54,763-25.0% | $90,324-54.5% | $72,976-43.7% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 21.25% | 30.63%-9.4pp | 78.15%-56.9pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,070 | $2,887+75.6% | $3,885+30.5% | $3,608+40.5% |
| Admin fee / account holder | $753 | $3,973-81.1% | $5,356-85.9% | $5,124-85.3% |