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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 | $33,601 | $89,370-62.4% | $141,197-76.2% | $72,976-54.0% |
| Participation rate | 73.1% | 75.1%-2.1pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 20.01% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,126 | $5,419+13.1% | $6,710-8.7% | $3,608+69.8% |
| Admin fee / account holder | $12,443 | $5,957+108.9% | $10,265+21.2% | $5,124+142.8% |